Investments

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• 270.575.6637

Caroline Korte is an LPL Financial Advisor specializing in wealth accumulation and retirement planning. 
Through her consultative process, Caroline works with her clients to develop an individualized plan while
focusing on building multi-generational relationships. Caroline brings over 25 years of experience as a
Wealth Manager in our community. During her professional career, her goal has always been client
driven—meeting, listening and developing a plan to work toward specific life and financial goals.

Caroline, as an LPL Investment Advisor Representative, holds FINRA Series 7, 24, 51, 63 and 65 securities registrations through LPL Financial. She is also licensed for life insurance and long-term care insurance.
Since moving to the area more than 35 years ago, Caroline has become very involved in our community.  She serves in many ministries through her church, St Rose of Lima in Metropolis, including acting as a trustee for the parish. Caroline is a long-term member of At the River Ministries which provides a free meal on a monthly basis to those in need. Other areas where Caroline volunteers her time in the community include The United Way of Paducah McCracken County as a youth mentor/reading pal and Mercy Health/Lourdes Hospital where she is on the Board of Directors and is a Hospice Volunteer, visiting individuals in their home or in nursing home.

Caroline is a member of Leadership Paducah Class 8 and encourages other young professionals to participate in this program. Caroline is married to Steve, is the mother of three and grandmother of six.

Education:
Southern Illinois University-Carbondale
Bachelor of Science Finance

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• 270.575.6236

Jesse Taylor is an LPL Wealth Manager whose primary focus is to tailor a customized financial plan for every client.  With over twenty years of experience in financial services and corporate finance, Jess is dedicated to delivering a superior client experience to individuals, families, and businesses. He takes the time to learn about each client and develops a plan to work towards successfully realizing their long-term financial aspirations and goals.  Whether you need investment management, retirement planning, or are a business owner needing 401(k) plan design and management, Jess is committed to a thorough, needs-based strategy.  

Along with serving our community professionally, Jess is also passionate about community service as an enthusiastic supporter of the Community Kitchen in Paducah.  He and his wife, Samantha resides in West Paducah and he has two children, Natalie, and Nathan.  As a family, they love to spend most of their free time on soccer fields across the Midwest, cheering on the kids and enjoying the sport they love.

Jess earned a bachelor’s degree in Sociology from McKendree College and as an LPL Wealth Manager holds FINRA Series 6, 63 and 7 securities registration through LPL Financial.  Jess is also a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant.

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• 270.575.5722

Zachary Hosman joined our team in 2021 as an LPL Wealth Consultant. Zach is passionate about developing meaningful connections with his clients and helps guide them towards financial independence and value driven goals. By listening to what is most important, Zach helps to organize and prioritize the moving pieces into a comprehensive financial plan, individually suited to each client.

A Metropolis native, Zach has had a dynamic career serving people in a diverse capacity. He has practiced law in both Kentucky and Illinois, served as a Trust Officer, Business Development Officer, and Director of Mortgage Operations. His skill set and exposure to many areas of finance, compliments our team in a unique way. As an LPL Investment Advisor Representative, Zach holds FINRA Series 7 and 66 securities registrations with LPL and is licensed for life insurance and long-term care insurance. Zach also achieved both the Certified Trust and Financial Advisor and Certified Wealth Advisor designations.

To give back to our community, Zach volunteers his time in many ways. He sits on the Boards of the Rotary Club of Paducah, Paducah Area Transit Authority, and Western Kentucky Fellowship of Christian Athletes (FCA).  He is a member of Leadership Paducah Class 28 and was on the founding Steering Committee of the Paducah Young Professionals.  Zach was also chosen as a finalist for the Young Leader of Western Kentucky Award in 2020. 

Zachary is also passionate about his family and enjoys spending his free time with his wife, Hannah, their 3 children, and Great Dane. They are members of First Baptist Church of Paducah and love being a part of our community.

Education:
Southern Illinois University 2004
Regent University School of Law, Juris Doctorate 2007

• E-mail Me
• 270.575.5781

Lisa Murray is an LPL Insurance Specialist and Wealth Manager Assistant to Caroline Korte. Lisa’s 21 years of experience strengthens our team’s ability to provide insurance solutions that create peace of mind and protection of your loved ones when they need it most. Lisa further supports our team through assisting Caroline with her clients’ needs and managing Paducah Financial Consultants online presence. Everyone that interacts with Lisa immediately notices the passion she brings to her role, her infectious positivity and willingness to help in every situation. Lisa is Life & Health Insurance and Fixed Annuity Licensed and has a Life Underwriting Training Council Fellow Designation.

Lisa’s family is the center of all that she does. She is married to Chad and the proud mother of two children, Brandon, and Sophia. Lisa is also “GiGi” to 3 beautiful grandchildren.