McAvoy Kemp Wealth Management, LLC

Jimmy Kemp is a financial advisor with McAvoy Kemp Wealth Management, LLC in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with McAvoy Kemp Wealth Management since 2007 and has been associated with Cambridge Investment Research, Inc. since 2001. Outside of advising, he is involved in local politics as a board member of the Brown County County Council and holds various roles within the Brown County Republican Party. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm emphasizes individualized financial planning and asset allocation, managing accounts primarily on a discretionary basis with portfolios that commonly include mutual funds and ETFs.

Cheryl McAvoy is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has been with McAvoy Kemp Wealth Management since 2007. Outside of her advisory role, McAvoy serves as a board member for Columbus City Utilities and is the managing partner of Simon Media LLC. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm manages approximately $63.8 million for around 110 clients, offering individualized financial planning and discretionary portfolio management with a focus on mutual funds and ETFs.

Brian Werth is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with McAvoy Kemp Wealth Management and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, Werth is involved in continuing education and licensing instruction through A.D. Baker & Co., LLC and works as an independent insurance agent for various companies. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm delivers advice through individualized financial planning and asset allocation recommendations, managing accounts primarily on a discretionary basis.