Dupree Financial Group, LLC

Michael Dawahare is a financial advisor at Dupree Financial Group, LLC in Lexington, KY, holding a Series 65 designation with two years of industry experience. Prior to joining Dupree Financial Group, he spent ten years as a senior consultant. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals, including high-net-worth clients, and institutional accounts, focusing on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach combining individual securities and ETFs, emphasizing valuation metrics and dividend history for long-term holdings.

Thomas Dupree Jr. is a financial advisor at Dupree Financial Group, LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Dupree Financial Group in various capacities since 2003. Outside of his advisory role, he is a partner in Dupree Energy Resources, LLC, a company involved in selling electricity produced by Gridfox 1020 systems. Dupree Financial Group provides discretionary portfolio and asset management services to individuals, including high-net-worth clients, and institutional accounts, with a focus on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach using individual equities, fixed income, and ETFs, and emphasizes valuation metrics and dividend history for long-term holdings.

Thomas Dupree is a Series 65 licensed financial advisor with five years of industry experience. He currently works at Dupree Financial Group, LLC and has prior experience at Strategy Financial Group as well as brief roles outside the financial sector. Dupree Financial Group is a team-based firm managing approximately $404 million in client assets, focusing on discretionary portfolio and asset management for individuals, including high-net-worth clients, and institutional accounts. The firm emphasizes a modified value-focused, bottom-up investment approach tailored to retirees and those planning for retirement.

Micheal Johnson is a financial advisor at Dupree Financial Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has been associated with Raymond James Financial and Raymond James Financial Services since 2006. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals, including high-net-worth clients, and institutional accounts with a focus on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach combining individual equity and fixed-income selection with ETFs, emphasizing valuation metrics and dividend history for long-term holdings.

James Dupree is a Series 65-licensed financial advisor at Dupree Financial Group, LLC with one year of industry experience. He has been with Dupree Financial Group since 2024 and has a background as a student from 2014 onward. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individual and institutional clients, focusing on retirees and those planning for retirement. The firm uses a modified value-focused, bottom-up investment approach combining equity, fixed income, and ETFs, and it manages approximately $404 million in client assets.

David Kemp is an advisor with Dupree Financial Group, LLC in Lexington, KY. He holds a Series 65 designation and has been with Dupree Financial Group since 2025. Prior to his current role, he worked in various positions including at iHeart Media and was self-employed. Kemp was previously a 50% owner of a retail candle company, SoYum Candle Company, LLC, which closed in 2025. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals and institutional accounts, with a focus on retirees and those planning for retirement. The firm uses a modified value-focused, bottom-up investment approach combining equity, fixed income, and ETFs, and emphasizes long-term holdings based on valuation metrics and dividend history.

Denise Rodriguez is a financial advisor with Dupree Financial Group, LLC in Lexington, KY. She holds a Series 65 designation and has two years of industry experience. Prior to joining Dupree Financial Group, she worked at Peoples Exchange Bank for seven years and was involved in the restaurant industry at Tolly Ho Restaurant for seven years. Dupree Financial Group is a seven-advisor team that manages discretionary portfolios and asset-management services for individuals, including high-net-worth clients, and institutional accounts, with a focus on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach combining equity and fixed-income selection with ETFs and emphasizes valuation metrics and dividend history for long-term holdings.