Kerry Cowan is both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™. Kerry began his career in the financial services industry over fourteen years ago. He employs a principle driven approach to both investing and client satisfaction. His firm is founded on the belief that an uncompromising commitment to integrity is the basis for both personal and business relationships.
Graduating in just three years, Kerry majored in Accounting at Morehead State University in 1992. In 1995, he was recognized by the Kentucky Society of CPA’s as having passed the Certified Public Accounting examination on the first attempt. Kerry continued his educational development by completing the Certified Financial Planning examination in 2006, also on the first attempt.
Kerry currently holds his Securities Series 7, 24 and 66 registrations through LPL Financial. He also holds his Life and Health Insurance license for the state of Kentucky.