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Our Team
Our Team prides ourselves in providing comprehensive wealth management services in an all inclusive, boutique style approach. As a client, you'll work closely with our team members through the different stages and challenges of your retirement.

We are a group of specialists dedicated to providing a unique client experience unrivaled in this region of the country.  Meet our team
!

 


Michael L. Jennings

Senior Vice President / Financial Consultant
MJennings@hilliard.com


Professional:
Mike graduated from Western Kentucky University with a BA, Masters and Rank I. He taught school for six years and was an assistant principal for two years before joining Hilliard Lyons in 1986.

Personal:
Michael Jennings and his wife of forty-three years, Kathern, live in Morgantown, KY. Their son and daughter-in-law, Patrick and Rebecca Jennings, live in Oldham County and are the parents of Mike and Kathern’s beautiful granddaughters, Parker and Sydney. Patrick is a lobbyist and Rebecca is an attorney. Mike and Kathern attend Cool Springs Church where Mike serves as deacon. He is a member of the Gideons International and former president of KY. In his spare time, Mike enjoys cattle farming and playing with his granddaughters.




Shawn M. Perry, CFP®, CPWA®

Senior Vice President / Financial Consultant
SPerry@hilliard.com

Professional:

Shawn partnered with Mike Jennings to form the team that grew into the Jennings Perry Schmitt Financial Group of Hilliard Lyons in 2000, just after graduating from Western Kentucky University. Shawn worked his way through college working at Nat's Outdoor Sports and earned a degree in financial planning. Shawn is a CERTIFIED FINANCIAL PLANNER™ and is instrumental in the initial stages of the team's wealth forecasting plan. His keen balance of big-picture strategy and detailed execution provides strong leadership and service to his clients. In 2016 Shawn completed the Certified Private Wealth Advisor® certification program. The CPWA® is an advanced credential created specifically for wealth managers that develop strategies for the sophisticated needs of high-net-worth individuals. He is a recipient of several prestigious awards with previous employers, named to publication On Wall Street’s Top 25 Regional Advisors Under 40 and currently serves on the CEO Council with HL.

 

Personal:

When not working, Shawn spends most of his time with his wife Natalie, and three children: Gavin, Stella Jane, and EmmaLu. Shawn is originally from Logan County, KY and moved to Bowling Green just before high school. Shawn is very active in his community and local church. Shawn is currently serving on the Courage and Commitment Leadership team with Center For Courageous Kids in Scottsville, KY . Shawn enjoys golfing, reading, hunting, and traveling with family. Shawn and his wife, Natalie, also enjoy spending their extra time mentoring college students. 


 

Hal M. Schmitt

First Vice President / Financial Consultant
HSchmitt@hilliard.com

Professional:
Throughout his career as a financial advisor that spans three decades, Hal has learned that accumulating, preserving, and managing wealth is a lifetime journey. He deeply values the trust clients place in him and takes the responsibility of guiding them along that journey very seriously. He believes the individuality of each client requires an in-depth approach to every wealth management team.

Personal:
Hal and his family made Bowling Green their home in 1987. Since then, Hal has actively served his community holding various leadership roles on local boards including; Junior Achievement, Big Brothers & Big Sisters, Crimestoppers, and United Way. He is currently active on the boards of the Hilltopper Athletic Foundation and Orchestra Kentucky, and annually assists in the selection of the Leadership of Bowling Green Class, a program of the Bowling Green Warren County Chamber. Hal is a graduate of Arkansas State University where he was an intercollegiate basketball player and relies on the experience and insight gained there to serve as the color analyst for the WKU Men's Basketball radio and television broadcast.


N. Drew Richey, CFP®, CRPS®

Vice President / Financial Consultant
NDRichey@hilliard.com

Professional:
Drew joined the Jennings Perry Schmitt Wealth Management Group in 2005, shortly before graduating from Western Kentucky.  There, he was a Dean's List Scholar and graduated magna cum laude with a degree in Business Economics and a certificate in Financial Planning.  Drew is a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Plans SpecialistSM who is passionate about serving clients.  He uses the knowledge he has acquired through nine years of experience and specialized training, to assist clients in building, managing, preserving, and transitioning wealth. 

Personal:
Away from the team, Drew enjoys being at home with his wife Kelsey and their two children, Callie and Jacob.  Drew moved to Bowling Green, KY in 2003 to attend Western Kentucky University, and never left.  He has since become an active member in the community, engaging in many organizations, and currently serves on the Board of the Boys and Girls Club and T3BG Multisport Club.  Drew enjoys hunting, cycling, and doing anything outdoors.  He competes in triathlons, with his biggest accomplishment completing Ironman Louisville in 2012 and 2013.


Joshua J. Marson, CIMA®


Branch Manager / Financial Consultant
JMarson@hilliard.com

Professional:
Josh joined Jennings Perry Schmitt Financial Group in January 2010.  He plays an integral part in the preparation and execution of financial plans for clients.  His attention to detail, diligent follow-up, and strong work ethic make Josh a key player in how our group functions day to day.  Josh is a Branch Manager and Financial Consultant, while holding Series 7, 66, 9, and 10 securities registrations.  In November 2016 Josh completed the certification process to become a Certified Investment Management Analyst®. CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice to both individual and institutional investors.

Personal:
Josh is a native of Coldwater, Michigan.  He moved to Bowling Green to attend Western Kentucky University in 1998.  Josh worked his way through college at Nat’s Outdoor Sports and earned a degree in Interdisciplinary Studies with emphasis in Architectural design in 2005.  Josh also received a Certificate of Financial Planning from Western Kentucky University in 2011.  Josh is a member of the Thi Eta Sigma National Honor Society.  Outside of the office, Josh enjoys hunting, fishing, trapping, and shooting sports.  He spends his free time with his wife, Lindsey; daughter, Harper; and Labrador retriever, Coy.  Before joining our team, Josh spent 5 years in Mississippi as a Field Producer for Mossy Oak.  He also is a committee member for the South Central Kentucky Chapter of the Rocky Mountain Elk Foundation.


 

Jacqueline Rowe, CFP®

Financial Consultant
JRowe@hilliard.com

Professional:
Jacqueline joined Jennings Perry Schmitt Financial Group as a Financial Consultant in 2014. Born and raised in Bowling Green, she attended Western Kentucky University where she graduated magna cum laude with a Bachelor of Science degree in Finance and a certificate in Financial Planning. Jacqueline completed the CERTIFIED FINANCIAL PLANNER™ designation in 2011 and has over seven years of financial planning experience. She is passionate about providing the highest level of service to our clients and helping them define and pursue their financial goals.

Personal:
Jacqueline enjoys being active in our community, serving as Vice President of Bowling Green Young Professionals, as well as serving on the Board of Directors for the South Central Kentucky Chapter of the American Red Cross.  She is a 2014 graduate of Leadership Bowling Green and a member of the Leadership Bowling Green Alumni Association.  In addition, she is a proud classroom volunteer for Junior Achievement of South Central Kentucky.   She and her husband, Freddie, enjoy traveling, visiting with family, and spending time on the farm with their dogs, Max, Barrett and Drake.


Kyle O. Judd

Vice President / Financial Consultant

KJudd@hilliard.com

 

Professional:

Kyle became a part of the Jennings Perry Schmitt Financial Group of Hilliard Lyons in 2017.  Kyle has 11 years of investment experience; he was a Portfolio Manager at Hilliard Lyons Trust Co. and a Portfolio Manager in the Investment Department at Humana Inc. prior to joining the group.  Kyle graduated with an accounting degree from the University of Kentucky and an MBA from Bellarmine University.  Kyle enjoys working with clients and utilizing his experience in investment strategy to align their portfolios with their goals and financial planning.

 

Personal:

Aside from work, Kyle enjoys spending his time with wife Mendy, and three children Will, Kylie, and Taylor.  Kyle and Mendy both grew up in Campbellsville, KY and moved to Louisville, KY shortly after graduating college in 2005.  Kyle enjoys playing golf and tennis, traveling with the family, reading, and time at the kid’s sporting events.  Kyle also enjoys being involved in the community and currently serves on the Endowment Board for WHAS Crusade for Children.

 


 

Andrew D. Boyles
Financial Consultant
ABoyles@hilliard.com

Professional:
Andrew joined the JPS Team in May 2016 shortly after graduating summa cum laude from Western Kentucky University with a degree in Financial Planning. In July 2016 Andrew passed the Certified Financial Planner exam, and will be completing the program in early 2018. Andrew currently holds the Series 7 and 66 securities registrations. He is excited to serve clients by helping them find comfort, confidence, and clarity about their financial future.

Personal:
Andrew is originally from Bowling Green before moving away and spending several years in Rineyville, KY near Elizabethtown. Growing up he was a baseball player at North Hardin High School before moving back to Bowling Green in August 2012 to attend WKU.  In his free time Andrew enjoys spending time with his family, kayaking, fishing, hiking, and golfing.







Melissa Steele


Registered Client Service Associate II
MSteele@hilliard.com


Melissa is an integral member of the group and interacts with clients on a daily basis to help facilitate a wide variety of inquiries. Melissa offers first class, prompt and courteous service and provides personal attention to every client.

She began working in the financial services industry in 1989, and has worked with the team as a registered client associate since 1994. Melissa holds Series 7, 63, and 65 securities registrations and has completed numerous client service training sessions at Wells Fargo Advisors. Melissa received the 2012 Service Distinction Award and was named a Distinguished Service Professional in 2013 based on exemplary service and professionalism to clients, Financial Consultants, branches, and the firm.






Ellen Wilson

Client Service Associate II

EWilson@hilliard.com
 

A native of Bowling Green, Ellen has worked in the financial industry since returning to Bowling Green in 1999.  She has been with the Jennings Perry Schmitt Group since 2010.  Ellen knows that people have a choice where they do business and she works closely with our clients to ensure our team provides the highest level of advice, planning and service.   Ellen has three sons, Sam, Jack & Ben.  











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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

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Check the background of this financial professional on FINRA's BrokerCheck.