Our Team

Bernard Lemily, CLU, AEP, has been in the estate planning field since 1981. The Lemily Group’s focus is conducting educational seminars and workshops with governmental agencies, associations, corporations, as well as the general public in reference to estate planning, retirement planning and money management. A partial list of past sponsors include: local chapters of the AARP, Kentucky Revenue Department, FBI, Kentucky Retired Teachers Association, Corporations, retirees of colleges and universities, as well as the Kentucky Counselors Associations.

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Bernie Lemily, CLU, AEP, President

 

Bernie holds the following designations: CLU (Chartered Life Underwriter) through The American College. He is also a member of the Louisville Kentucky chapter of Society of Financial Professionals as well as a member of NAIFA (National Association of Insurance and Financial Advisors.) Last but not least, Bernie is an Accredited Estate Planner through the National Association of Estate Planners and Councils.

Amy Hinton

Amy Hinton, CEP

Amy hinton has been in the estate planning field for over 10 years and holds the designation of CEP (certified Estate Planner) through the national institute of certified estate planners and is also a member of NAIFA (National Association of Insurance and Financial Advisors.

Brad Hinton

Brad Hinton, Staff

Brad Hinton has been in the estate planning field since 2004 and has also spent valuable time in the banking industry as a mortgage lender. Brad is also a member of NAIFA (National Association of Insurance and Financial Advisors).

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