Lawrenceburg, KY Office

Jason Hagen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has a background that includes roles at Delta Air Lines, Spirit Airlines, and several business ventures in financial services and property management. Hagen also serves as president of MSI Financial Group Inc., a residential and commercial property and casualty company. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and programs.

Byron Patton is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Transamerica Financial Advisors and the Floyd County Board of Education since 2012 and has been affiliated with World Financial Group, Inc. since 2010. Outside of his advisory work, Patton serves as the head assistant baseball coach at Floyd County Board of Education. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a large advisor network and multiple program platforms, implementing its advisory model primarily through model portfolios and third-party managers.

Mark Winsor is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. In addition to his advisory role, he is involved in legal services as the owner of multiple law firms and serves as an instructor at a professional school for continued education. He also holds ownership in a real estate brokerage, Call Winsor Realty, which manages real estate licenses and referrals. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering a range of fee-based and commission-based investment products and programs through proprietary and third-party model portfolios.

Randall Block is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also operates Block Wealth Management Inc. outside of securities activities. Block’s experience includes a five-year tenure at Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm delivers advisory services through model portfolios and third-party managers across multiple platforms, with approximately $1.7 billion in regulatory assets under management.