Our People
VFG'S PEOPLE Our firm is built on strong relationships between ourselves and our clients. We believe in creating long-lasting relationships that will last a lifetime. There are many people who assist in the daily activities and "behind-the-scenes" maintenance and support of the firm. These people you may never meet. Our advisors are the individuals that you will come in contact with to help you PLAN, INSURE, INVEST, and REVIEW in the areas of Retirement, Income, Investments, Insurance, Taxes, and Estate Planning. These advisors are referenced below.
 Adam Legate - alegate@vfginvest.com or glegate@aicinvest.com Partner - VFG Wealth Management
Investment Advisor Representative
Registered Representative Adam Legate is originally from Western Kentucky and is a Graduate of Webster County High School and the University of Kentucky. While attending UK he earned a Business Degree in Economics. Adam began his career in the financial planning industry in the fall of 1998 with Prudential Financial in Lexington, KY. In the spring of 1999 he moved to American Express Financial Advisors (AEFA), and completed training designed to provide advice regarding wealth management, retirement planning, and asset protection. In March of 2000, he joined VFG Wealth Management, a private investment planning firm that provides financial solutions to individuals concerning wealth management, retirement income strategies, and asset preservation. Adam is certified as a Securities Representative, with Series 24, 53, 7, 63 and 66 licenses, as well as Kentucky Life and Health Insurance designations. He is licensed to sell sell secutities in KY, IN, WV, TX, NC, PA, and TN. .jpg) George Lathram II - glathram@vfginvest.com
or glathram@aicinvest.com
Partner - VFG Wealth Management
Investment Advisor Representative
Registered Representative
George R. Lathram II, has been assisting individuals and businesses with their investing and insurance needs for more than 12 years. Mr. Lathram is a graduate of the University of Kentucky with a Bachelors Degree in Accounting. Mr. Lathram is Series 7 licensed (Securities), Series 63, and Series 65 licensed (Investment Advisor) and a Kentucky Life and Health Insurance Agent. George began his career as a Financial Advisor with American Express Financial Advisors (AEFA). At AEFA, he assisted individuals and families to plan their financial future in the form of constructing financial plans for clients' unique needs and circumstances. George then joined Morgan Stanley Dean Witter. During his first year he was the recipient of the National Sales Award for outstanding performance educating and assisting individuals and families invest for, and protect, their financial future. In August 2003, George joined VFG Wealth Management, an independent firm allowing him to objectively help clients plan and invest for their future. An independent firm allows George the opportunity to advise clients without bias or a conflict of interest. George has the tools with VFG to advise clients using a greater variety of investment vehicles. George was born and raised in Lexington. He is married to Kristie, also a Lexington native and a school teacher, and they have two children, Hallie and Trip. George's hobbies include golfing, fishing, hunting and attending sporting events.  Jason S. Young - jyoung@vfginvest.com
or jyoung@aicinvest.com
Partner - VFG Wealth Management
Registered Representative
Jason S. Young began his career in the financial planning industry in the spring of 1999 with American Express Financial Advisors (AEFA) in Lexington, KY. During his tenure at AEFA, Mr. Young received several top awards for excellence in client service and plan design as a financial advisor. In February of 2000, he joined VFG Wealth Management as a senior partner. Jason develops relationships with his clients by offering sound advice to individuals who want to preserve assets, increase income, save money on taxes, etc. As a native of Lexington, Jason is actively involved with several local organizations including the Downtown Lexington Corporation (DLC) and Habitat for Humanity. In 2000, Jason started VFG Benefit Solutions to facilitate his insurance business. Jason began working with various business owners around Lexington to administer not only their financial investments, but their group benefits as well including Health, Dental, Vision, Life and Disability. VFG Benefit Solutions also offers various Individual insurance policies and is licensed with all major carriers in Kentucky. Mr. Young is certified as a Securities Representative, as well as a State Securities Representative. Mr. Young is licensed in the states of Kentucky, Tennessee and Ohio for Health and Life Insurance.  Kevin Kitchin - k.kitchin@vfginvest.com
or kkitchin@aicinvest.com Investment Advisor Representative
Registered Representative Kevin has been working in Financial and Investment Services Business since 2003. He is Series 7, Series 66, and his Health and Life Insurance Licenses. He received the Accredited Asset Management Specialist designation from The College Of Financial Planning. Kevin also received a Bachelor of Science in Accounting and Business Administration from the College of Charleston in 2002. Kevin works with pre-retirees and retirees assisting them with ongoing Investment Portfolio Reviews to Accumulate Wealth, Provide Income in Retirement, Protection of Assets, and Estate Planning. Kevin’s Mission Statement: “The weight of financial decisions can be overwhelming. Through hard work, strong trust, and excellence in client service, it is my responsibility to take that weight off of your shoulders.” Originally from Danville, KY, Currently resides in Lexington, KY is getting married to Amanda Jones in September of 2012. Enjoys playing sports and everything associated with University of Kentucky Basketball. Kevin Is a member of “Premiere of the Bluegrass” Chapter of Business Networking International. .jpg) Amy Chadwell - achadwell@vfginvest.com
or amy@vfgbenefits.com
Benefit Coordinator and Assistant
Amy administers business on behalf of our financial clients, as well as coordinating Insurance Benefits for various companies throughout Kentucky on behalf of VFG Benefit Solutions, which is owned by Jason Young of VFG Wealth Management. She also specializes with Medicare and other individual health insurance options for clients. Amy previously worked in Resort Management at the RIU hotels in Jamaica for 6 years, as well as professional Graphic Design, Photography and Marketing. She is a graduate of the University of Evansville and Lexington Catholic High School.
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