Covington, KY W 5th Street Office

Kevin Kane is a financial advisor at Journey Advisory Group, LLC in Covington, KY, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at Lang Advisors LLC since 2018 and previously was with Optimized Transitions, Independent Investment Counsel from 2016 to 2018. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach and incorporates tax-conscious strategies within customized portfolio construction.

James Owens is a CFP® with 21 years of industry experience, currently affiliated with Journey Advisory Group, LLC in Covington, KY. His work history includes roles at Purshe Kaplan Sterling Investments and Lang Advisors since 2015. Owens serves as Treasurer on the board of Covington Partners, a nonprofit providing wrap-around services. Journey Advisory Group serves individuals, trusts, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and offers services including tax-conscious portfolio management and co-fiduciary roles, managing approximately $1.65 billion in assets.

Richard Pettway is a CFA® charterholder with six years of industry experience, currently serving at Journey Advisory Group, LLC since 2020. Prior to joining Journey, he worked at PNC Bank, N.A. for eleven years. Pettway holds leadership roles outside his advisory work, including serving as President of the CFA Society of Cincinnati and chairing the Investment Committee for 4C for Children. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm follows a long-term, strategic asset allocation approach with tailored portfolio construction, incorporating tax-conscious techniques and managing approximately $1.65 billion in assets.

Tyler Lang is a CFA® charterholder and holds a Series 65 license, with 12 years of experience in the financial advisory industry. He has been with Journey Advisory Group, LLC since 2013. Outside of his advisory role, Lang is involved in property management through Lang Properties, LLC and Channel Islands Partners. Journey Advisory Group serves a diverse client base, including high-net-worth individuals, trusts, estates, charities, corporations, and retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, emphasizing a long-term investment strategy with strategic asset allocation and a range of instruments and strategies.