Who We Are - Painter Financial

<body bgcolor=#FFFFFF text=#000000> <div align=center> <center> <table width=75% border=0 cellspacing=0 cellpadding=0 height=4771> <tr> <td valign=top height=4952 align=center> <p align=center><b><font color=#000000 face=Arial, Helvetica, sans-serif>Our Team</font></b></p> <table width=100% border=0 cellspacing=5 cellpadding=3 align=center> <tr> <td colspan=2><font face=Arial size=2></font><font face=Arial size=2></font><font face=Arial, Helvetica, sans-serif size=2></font></td> </tr> <tr> <td width=27% valign=top align=center bgcolor=#FFFFFF height=508> <blockquote> <p><font face=Arial size=2><b><img border=0 src=images/lloyd.jpg align=left hspace=5 alt=Lloyd E. Painter, CPA/PFS, CFP, CLU, ChFC, CFS width=150 height=224></b></font></p> </blockquote> <p> </p> <p> </p> <p> </p> <p> </p> <p align=center> </p> <p> </p> <blockquote> <p><font face=Arial, Helvetica, sans-serif><i><font size=2>"What a great profession I work in. We help people pay their taxes, educate their children, retire and leave a legacy. In the course of doing so, we are able to improve the quality of their lives by giving them peace-of-mind regarding their finances. This gives me tremendous personal satisfaction."</font></i></font></p> </blockquote> </td> <td width=73% rowspan=2> <p align=left><font face=Arial, Helvetica, sans-serif><b>Lloyd E. Painter, CPA/PFS, CFP, CLU, ChFC, CFS<br> President</b> </font></p> <p align=left><font face=Arial, Helvetica, sans-serif>Lloyd is president of PainterFinancial and Lloyd E. Painter, PSC. Lloyd has worked in the financial services industry since 1970. Initially he worked as a Certified Public Accountant and through the years has developed a specialty in Financial Planning. Lloyd has had his own business since 1976 and has been in the same location in Greenville since 1979.</font></p> <p align=left><font face=Arial, Helvetica, sans-serif>Lloyd has attained the right to use the following designations:</font></p> <div align=left> </div> <blockquote> <p align=left><font face=Arial, Helvetica, sans-serif>Certified Public Accountant (CPA)<br> Personal Financial Specialist (CPA/PFS)<br> Certified Financial Planner (CFP)<br> Chartered Life Underwriter (CLU)<br> Chartered Financial Consultant (ChFC)<br> Certified Funds Specialist (CFS)<br> Registered Investment Advisor<br> Registered Representative</font></p> </blockquote> <p align=left><font face=Arial, Helvetica, sans-serif>Lloyd has passed the following licensing exams:</font></p> <div align=left> </div> <blockquote> <p align=left><font face=Arial, Helvetica, sans-serif>General Securities NASD Series 7<br> Securities Law NASD Series 63<br> General Securities Principal NASD Series 24<br> Investment Advisor Examination NASD Series 65<br> Kentucky Life and Health Insurance Examination<br> Kentucky Variable Contracts Examination</font></p> </blockquote> <p align=left><font face=Arial, Helvetica, sans-serif>The following are a sampling of the professional organizations that Lloyd is a member of:</font></p> <blockquote> <p align=left><font face=Arial, Helvetica, sans-serif>The American Institute of Certified Public Accountants<br> The Financial Planning Association<br> The Institute of Certified Investment Management <br> Consultants<br> The Society of Financial Service Professionals<br> Consultant Member of The National Center for <br> Employee Ownership<br> PainterFinancial - Staff Bio's</font></p> </blockquote> <p align=left></p> <p align=left><font face=Arial, Helvetica, sans-serif>Contact Lloyd at <a href=mailto:painter@painterfinancial.com>painter@painterfinancial.com</a></font></p> <p align=left><font face=Arial, Helvetica, sans-serif>Lloyd is a member of following organizations:<br> </font></p> <div align=left> <blockquote>  </blockquote> </div> <blockquote> <p align=left><font face=Arial, Helvetica, sans-serif>NASD <a href=http://www.nasd.com target=_blank>www.nasd.com</a><br> FPA <a href=http://www.fpanet.org target=_blank>www.fpanet.org</a><br> ICIMC <a href=http://www.icimc.org target=_blank>www.icimc.org</a><br> NCEO <a href=http://www.nceo.org target=_blank>www.nceo.org</a></font></p> <font face=Arial, Helvetica, sans-serif size=2></font></blockquote> </td> </tr> <tr> <td width=27% valign=top align=center bgcolor=#FFFFFF><img height=8 width=213 src=/spacer.gif></td> </tr> <tr> <td height=7></td> <td></td> </tr> </table> <p align=left"><font face="Arial, Helvetica, sans-serif"><br> </font></p> <hr align="left"> <p align="left">  </p> <div align="left"> <table width="100%" border="0" cellspacing="5" cellpadding="3" align="center"> <tr> <td colspan="2"><font face="Arial" size="2"></font><font face="Arial" size="2"></font><font face="Arial, Helvetica, sans-serif" size="2"></font></td> </tr> <tr> <td width="27%" valign="top" bgcolor="#FFFFFF"> <blockquote> <p><font face="Arial" size="2"><b><img border="0" src="images/page1.jpg" align="left" hspace="5" alt="Elizabeth Painter, CFA, CFS, MIM" width="149" height="224"></b></font></p> </blockquote> <p> </p> <p> </p> <p> </p> <p> </p> <p> </p> <p> </p> <blockquote> <p align="center"><font face="Arial, Helvetica, sans-serif" size="2"><i>"I love my work. We help people through many big decisions and through different stages of their life - retirement, gifting, grandchildren's education, and even death. Because we build relationships, we know what's important to each of our clients and can help the family achieve it. Our clients delegate their investment management to us which empowers them to pursue the things in life that are really important to them."</i></font></p> </blockquote> </td> <td width="73%" rowspan="2"> <p><font face="Arial, Helvetica, sans-serif"><b>Elizabeth Painter, CFA, CFS, MIM<br> Vice President</b></font></p> <p> </p> <p><font face="Arial, Helvetica, sans-serif">Elizabeth is Vice President of PainterFinancial, where she specializes in investment management. Her background includes Investment Analysis, International Finance and Investment Consulting. </font></p> <p><font face="Arial, Helvetica, sans-serif">After working as a financial analyst for Brown-Forman Corporation and assisting with strategic plans in Turkey, India and elsewhere, Elizabeth spent a year restructuring and consulting a private financial publications & consulting firm in Dnipropetrovsk, Ukraine. Following her global projects, she returned to Kentucky to join forces with her father at PainterFinancial.</font></p> <p></p> <p><font face="Arial, Helvetica, sans-serif">The Board of Governors of the Association for Investment Management and Research (AIMR) has awarded Elizabeth the right to use the Chartered Financial Analyst (CFA) designation. Earning this charter required a minimum of three years to pass three six-hour examinations covering a globally relevant Body of Knowledge set by an international council of investment-industry leaders. A successful candidate also must have at least three years of experience related to investments and adhere to the AIMR Code of Ethics and Standards of Professional Conduct. The Chartered Financial Analyst designation is recognized around the world as the premier designation in the investment profession.</font></p> <p><font face="Arial, Helvetica, sans-serif">In addition, the Institute of Business and Finance has awarded Elizabeth, Certified Funds Specialist. Elizabeth has completed the NASD Series 7 and 63 Securities Examinations, the NASD Series 24 General Securities Registered Principal Examination, and the NASD Series 65 Investment Advisor Examination. Elizabeth is associated with Association for Investment Management & Research, Financial Planning Association, Leadership Kentucky, and Junior League of Louisville.</font></p> <p><font face="Arial, Helvetica, sans-serif">Elizabeth holds a Bachelors in Science in Economics from Centre College and a Master of International Management from Thunderbird, The American Graduate School of International Management. At Thunderbird, Elizabeth studied global portfolio management and International Securities and Investments.</font></p> <p><font face="Arial, Helvetica, sans-serif">She has spoken on various international and economic topics for the International Business Development Organization, Centre College and the University of Louisville. Her articles on management, teambuilding, marketing and organization structure have been published in the Ukrainian Monthly Magazine "Your Consultant", and their weekly newspaper "Balance".</font></p> <p></p> <p> </p> <p><font face="Arial, Helvetica, sans-serif">Contact Elizabeth at <a href="mailto:epainter@painterfinancial.com">epainter@painterfinancial.com</a></font></p> <p><font face="Arial, Helvetica, sans-serif"> Elizabeth is a member of following organizations<br> </font></p> <blockquote> <p><font face="Arial, Helvetica, sans-serif">Centre College <a href="http://www.centre.edu" target="_blank">www.centre.edu</a><br> Thunderbird <a href="http://www.t-bird.edu" target="_blank">www.t-bird.edu</a><br> AIMR <a href="http://www.aimr.org" target="_blank">www.aimr.org</a><br> Institute of Business & Finance <a href="http://www.icfs.com" target="_blank">www.icfs.com</a><br> NASD <a href="http://www.nasd.com" target="_blank">www.nasd.com</a><br> CFA<br> FPA <a href="http://www.fpanet.org" target="_blank">www.fpanet.org</a><br> Leadership Kentucky <a href="http://www.leadershipky.org" target="_blank">www.leadershipky.org</a><br> JLL <a href="http://www.juniorleaguelouisville.org" target="_blank">www.juniorleaguelouisville.org</a></font></p> </blockquote> </td> </tr> <tr> <td width="27%" valign="top" bgcolor="#FFFFFF"> </td> </tr> </table> </div> <p align="left"><font face="Arial, Helvetica, sans-serif"></font></p> <p align="left"> </p> <div align="left"> <blockquote> </blockquote> </div> <hr align="left"> <p align="left"><font face="Arial, Helvetica, sans-serif"><b>Lisa Wheeler-Trent, CPA<br> Tax & Accounting Manager</b></font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Lisa has a Bachelor's Degree in Accounting from Murray State University, and is a Certified Public Accountant. She has worked in accounting and taxation for 16 years for Lloyd E Painter, PSC.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Lisa's responsibilities include preparing all of the tax returns (individual, corporate, partnership, trust, estate, inheritance) and monthly and annual financial statements. Additionally, Lisa assists with statistical analysis reporting and plan development for PainterFinancial.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Quote: " In preparing tax returns or anything else, I complete the work as if it were mine. I try to take advantage of all opportunities available to the client, that I would want taken on my behalf. I try to give the client superior service in every case. PainterFinancial gives that personal touch to clients, so they do not feel as if they are just a number. I don't believe you get that everywhere. We try to demonstrate to the client that they are important to us, because they are."</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Lisa is a member of following organizations<br> </font></p> <div align="left"> <blockquote>  </blockquote> </div> <blockquote> <p align="left"><font face="Arial, Helvetica, sans-serif">Ky Society of Certified Public Accountants (kycpa) <a href="http://www.kycpa.org" target="_blank">www.kycpa.org</a><br> American Institute of CPA's (aicpa) <a href="http://www.aicpa.org" target="_blank">www.aicpa.org</a><br> Murray State University <a href="http://www.mursuky.edu" target="_blank">www.mursuky.edu</a><br> Ky State Treasurer <a href="http://www.kydirect.net" target="_blank">www.kydirect.net</a><br> IRS <a href="http://www.irs.gov" target="_blank">www.irs.gov</a><br> </font></p> </blockquote> <hr align="left"> <p align="left"><font face="Arial, Helvetica, sans-serif"><b>Bobbie Painter<br> Service Manager</b></font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Bobbie has worked with PainterFinancial since 1978. As Service Manager, Bobbie has completed NASD Series 6 and 63 securities examinations and holds insurance licenses.<br> She is responsible for new accounts and keeps transactions and reporting running smoothly in existing accounts.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">She is responsible for taking care of any special client requests and solving any problems that might arise. There are three individuals working in the customer account and service area to insure that each client receives prompt and courteous assistance at all times.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Quote: "We have a great staff that works well as a team and takes pride in providing superior service. We frequently receive phone calls and notes from clients thanking us for helping them, and for doing such a good job for them. Working in this type of environment - everyone benefits. Over the years, many of our clients have become genuine friendsyou never want to let your friends down."<br> </font></p> <hr align="left"> <p align="left"><font face="Arial, Helvetica, sans-serif"><b>Carla Dukes<br> Service Assistant</b></font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Carla has been working for PainterFinancial for 6 years. She is in charge of monitoring all trades and new accounts to ensure accuracy.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Carla's continuing education includes accounting at Western Kentucky University, and she has completed the NASD Series 6 examination, and is scheduled to take the Series 63 examination.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Carla and her husband remain active with their two children, ages 17 and 12. Her daughter is a member of the Kentucky High School Rodeo Association and her son is involved in baseball, basketball and football.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Quote: "I stay on top of all the activity in our clients accounts, so the client can rest assured that their funds are in good hands. PainterFinancial is different than other firms, because we are concerned about ensuring our clients reach their financial goals for retirement, educational funding, etc."</font></p> <p align="left"></p> <hr align="left"> <p align="left"><font face="Arial, Helvetica, sans-serif"><b>Janet Tingley<br> Communications Specialist</b><br> <br> Janet's main job duties include functions as a Computer Operator. She manages and maintains our client database and produces and distributes scheduled mailings and newsletters.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Janet has an Associates Degree in Business & Office Administration and prior to joining PainterFinancial spent 8 years as a travel consultant/assistant office manager.<br> </font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Quote: "Our office is unique because we have several team members who not only work diligently to accomplish our individual duties/responsibilities, but work closely together with all other team members to achieve our one common goal to help them plan for their future. Our clients like the fact that we are hardworking, dedicated professionals who work together as a team for them and their future. Our clients come first...they are our bloodline." </font></p> <hr align="left"> <p align="left"><font face="Arial, Helvetica, sans-serif"><b>Lucinda Baggett<br> Director of Communications-Greenville</b></font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Lucinda works as receptionist/secretary for PainterFinancial. She is responsible for routing incoming and outgoing mail, answer phone, schedule appointments, typing correspondence, filing and account receivables.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Her past experience is quite diverse and includes receptionist/secretarial functions for real estate firms, Automotive manufacturing, a Psychiatry firm, and a trucking firm<br> <br> Lucinda and her husband Bryan have a baby girl who is 19 months old. <br> <br> Quote: "I've been with PainterFinancial for about a year and a half & I can honestly say that I have learned something new everyday. Not only things pertaining to my specific job duties, but lessons for life!"<br> </font></p> <hr align="left"> <p align="left"><font face="Arial, Helvetica, sans-serif"><b>Emily Short<br> Manager of Finance</b></font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Emily is the Finance Manager at PainterFinancial, and has been working with us since 1995. Emily is a graduate of Madisonville Community College with an Associate's Degree in Accounting Technology.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Emily and her husband have 2 daughters (ages 1 and 3 years old) and are expecting their third in July.</font></p> <p align="left"><font face="Arial, Helvetica, sans-serif">Quote: "We try to exceed client expectations on a regular basis. We have a diverse and skilled staff that can help with all of your financial planning needs."<br> </font></p> <hr align="left"> </td> </tr> <tr> <td valign="top" height="49"> <hr> <div align="center"> <font size="1" color="#000000"> <font face="Arial, Helvetica, sans-serif">© Copyright </font></font><font size="1" face="Arial, Helvetica, sans-serif">PainterFinancial. All Rights Reserved<br> March 13, 2001 </font><font size="1"> </font> <hr> </div> </td> </tr> </table> </center> </div> <p><a href="f_about.htm" target="_top">About Us</a></p> <blockquote> <p><a href="f_mission.htm" target="_top">Mission Statement </a><br> <a href="f_whoweare.htm">Our Team</a><br> <a href="f_whatwedo.htm" target="_top">Our Services</a><br> <a href="f_philo.htm" target="_top">Our Philosophy</a><br> <a href="f_process.htm" target="_top">Our Process</a><br> <a href="f_faq.htm" target="_top">FAQ's</a></p> </blockquote> <p><a href="f_news.htm" target="_top">Featured News</a></p> <blockquote> <p><a href="f_ourviews.htm">Our Views</a><br> <a href="f_briefs.htm">Financial Briefs</a><br> <a href="f_quartnews.htm" target="_top">Quarterly News</a><br> <a href="f_aofi.htm" target="_top">Top Financial Stories</a></p> </blockquote> <p><a href="f_investor.htm" target="_top">Investor Center</a></p> <blockquote> <p><a href="f_quotes.htm" target="_top">Stock Quotes</a><br> <a href="f_databank.htm" target="_top">Quarterly Market Data</a><br> <a href="f_calc.htm" target="_top">Financial Calculators</a><br> <a href="f_account.htm" target="_top">Check My Account</a><br> <a href="f_forms.htm" target="_top">Forms</a></p> </blockquote> <p><a href="f_contact.htm" target="_top">Contact Us</a></p> <p><a href="f_links.htm" target="_top">Web Links</a></p> <p><a href="index.htm" target="_top">Home</a></p><table width="128" border="0" cellspacing="0" cellpadding="0" height="362"> <tr> <td height="30" colspan="2"><img src="images/tag_blank.gif" width="155" height="125" name="tagblank"></td> </tr> <tr> <td height="2" colspan="2"> <a href="f_about.htm" onMouseOver="MM_nbGroup('over','about_off','images/nav/about_on.gif','','tagblank','images/tag_about.gif','',1)" onMouseOut="MM_nbGroup('out')" target="_top"><img src="images/nav/about_off.gif" width="155" height="25" name="about_off" border="0" onLoad="" alt="About Us"></a></td> </tr> <tr> <td height="2" colspan="2"><a href="f_news.htm" onMouseOver="MM_nbGroup('over','news_off','images/nav/news_on.gif','','tagblank','images/tag_news.gif','',1)" onMouseOut="MM_nbGroup('out')" target="_top"><img src="images/nav/news_off.gif" width="155" height="25" name="news_off" border="0" onLoad="" alt="Featured News"></a></td> </tr> <tr> <td height="2" colspan="2"><a href="f_investor.htm" onMouseOver="MM_nbGroup('over','investor_off','images/nav/investor_on.gif','','tagblank','images/tag_investor.gif','',1)" onMouseOut="MM_nbGroup('out')" target="_top"><img src="images/nav/investor_off.gif" width="155" height="25" name="investor_off" border="0" onLoad="" alt="Investor Center"></a></td> </tr> <tr> <td height="12" colspan="2"><a href="f_contact.htm" onMouseOver="MM_nbGroup('over','contact_off','images/nav/contact_on.gif','','tagblank','images/tag_contact.gif','',1)" onMouseOut="MM_nbGroup('out')" target="_top"><img src="images/nav/contact_off.gif" width="155" height="25" name="contact_off" border="0" onLoad="" alt="Contact Us"></a></td> </tr> <tr> <td height="14" colspan="2"><a href="f_links.htm" onMouseOver="MM_nbGroup('over','links_off','images/nav/links_on.gif','','tagblank','images/tag_links.gif','',1)" onMouseOut="MM_nbGroup('out')" target="_top"><img src="images/nav/links_off.gif" width="155" height="25" name="links_off" border="0" onLoad="" alt="Web Links"></a></td> </tr> <tr> <td colspan="2"> <p> </p> <p> </p> </td> </tr> <tr> <td align="left" width="140"> <div align="center"><font face="Arial, Helvetica, sans-serif" size="2"><font color="#669999">3610 Lexington Road Louisville, KY 40207 <br> (502) 893-9927 <br> Fax (502) 893-9928 </font></font> <font face="Arial, Helvetica, sans-serif" size="2"> </font></div> </td> <td align="left" width="38"> </td> <td align="left" width="1"> </td> </tr> <tr> <td height="50" valign="top" align="left" width="140"> <div align="center"><font face="Arial, Helvetica, sans-serif" size="2"><font color="#669999"><br> 112 Mill Street <br> Greenville, KY 42345 <br> (270) 338-6263 <br> Fax (270) 338-9841 </font></font> <font face="Arial, Helvetica, sans-serif" size="2"></font></div> </td> <td height="50" valign="top" align="left" width="38"> </td> <td height="50" valign="top" align="left" width="1">   </td> </tr> </table> <div align="center"> <center> <table width="550" border="0" cellspacing="0" cellpadding="0" height="4771"> <tr> <td valign="top" height="4952"> <p align="center"><b><font color="#000000" face="Arial, Helvetica, sans-serif">Our Team</font></b></p> <p align="left"><font face="Arial, Helvetica, sans-serif"><b>Lloyd E. Painter, CPA/PFS, CFP, CLU, ChFC, CFS<br> President</b> </font></p> <p><font face="Arial, Helvetica, sans-serif">Lloyd is president of PainterFinancial and Lloyd E. Painter, PSC. Lloyd has worked in the financial services industry since 1970. Initially he worked as a Certified Public Accountant and through the years has developed a specialty in Financial Planning. Lloyd has had his own business since 1976 and has been in the same location in Greenville since 1979.</font></p> <p><font face="Arial, Helvetica, sans-serif">Lloyd has attained the right to use the following designations:<br> </font></p> <blockquote> <p><font face="Arial, Helvetica, sans-serif">Certified Public Accountant (CPA)<br> Personal Financial Specialist (CPA/PFS)<br> Certified Financial Planner (CFP)<br> Chartered Life Underwriter (CLU)<br> Chartered Financial Consultant (ChFC)<br> Certified Funds Specialist (CFS)<br> Registered Investment Advisor<br> Registered Representative</font></p> </blockquote> <p><font face="Arial, Helvetica, sans-serif">Lloyd has passed the following licensing exams:<br> </font></p> <blockquote> <p><font face="Arial, Helvetica, sans-serif">General Securities NASD Series 7<br> Securities Law NASD Series 63<br> General Securities Principal NASD Series 24<br> Investment Advisor Examination NASD Series 65<br> Kentucky Life and Health Insurance Examination<br> Kentucky Variable Contracts Examination</font></p> </blockquote> <p><font face="Arial, Helvetica, sans-serif">The following are a sampling of the professional organizations that Lloyd is a member of:<br> </font></p> <blockquote> <p><font face="Arial, Helvetica, sans-serif">The American Institute of Certified Public Accountants<br> The Financial Planning Association<br> The Institute of Certified Investment Management <br> Consultants<br> The Society of Financial Service Professionals<br> Consultant Member of The National Center for <br> Employee Ownership<br> PainterFinancial - Staff Bio's</font></p> </blockquote> <p></p> <p><font face="Arial, Helvetica, sans-serif">Contact Lloyd at <a href="mailto:painter@painterfinancial.com">painter@painterfinancial.com</a></font></p> <p><font face="Arial, Helvetica, sans-serif">Lloyd is a member of following organizations:<br> </font></p> <blockquote> <p><font face="Arial, Helvetica, sans-serif">NASD <a href="http://www.nasd.com" target="_blank">www.nasd.com</a><br> FPA <a href="http://www.fpanet.org" target="_blank">www.fpanet.org</a><br> ICIMC <a href="http://www.icimc.org" target="_blank">www.icimc.org</a><br> NCEO <a href="http://www.nceo.org" target="_blank">www.nceo.org</a></font></p> </blockquote> <p><font face="Arial, Helvetica, sans-serif">QUOTE: "What a great profession I work in. We help people pay their taxes, educate their children, retire and leave a legacy. In the course of doing so, we are able to improve the quality of their lives by giving them peace-of-mind regarding their finances. This gives me tremendous personal satisfaction."<br> </font></p> <hr> <p>  </p> <p><font face="Arial, Helvetica, sans-serif"><b>Elizabeth Painter, CFA, CFS, MIM<br> Vice President</b></font></p> <p><font face="Arial, Helvetica, sans-serif">Elizabeth is Vice President of PainterFinancial, where she specializes in investment management. Her background includes Investment Analysis, International Finance and Investment Consulting. </font></p> <p><font face="Arial, Helvetica, sans-serif">After working as a financial analyst for Brown-Forman Corporation and assisting with strategic plans in Turkey, India and elsewhere, Elizabeth spent a year restructuring and consulting a private financial publications & consulting firm in Dnipropetrovsk, Ukraine. Following her global projects, she returned to Kentucky to join forces with her father at PainterFinancial.</font></p> <p></p> <p><font face="Arial, Helvetica, sans-serif">The Board of Governors of the Association for Investment Management and Research (AIMR) has awarded Elizabeth the right to use the Chartered Financial Analyst (CFA) designation. Earning this charter required a minimum of three years to pass three six-hour examinations covering a globally relevant Body of Knowledge set by an international council of investment-industry leaders. A successful candidate also must have at least three years of experience related to investments and adhere to the AIMR Code of Ethics and Standards of Professional Conduct. The Chartered Financial Analyst designation is recognized around the world as the premier designation in the investment profession.</font></p> <p><font face="Arial, Helvetica, sans-serif">In addition, the Institute of Business and Finance has awarded Elizabeth, Certified Funds Specialist. Elizabeth has completed the NASD Series 7 and 63 Securities Examinations, the NASD Series 24 General Securities Registered Principal Examination, and the NASD Series 65 Investment Advisor Examination. Elizabeth is associated with Association for Investment Management & Research, Financial Planning Association, Leadership Kentucky, and Junior League of Louisville.</font></p> <p><font face="Arial, Helvetica, sans-serif">Elizabeth holds a Bachelors in Science in Economics from Centre College and a Master of International Management from Thunderbird, The American Graduate School of International Management. At Thunderbird, Elizabeth studied global portfolio management and International Securities and Investments.</font></p> <p><font face="Arial, Helvetica, sans-serif">She has spoken on various international and economic topics for the International Business Development Organization, Centre College and the University of Louisville. Her articles on management, teambuilding, marketing and organization structure have been published in the Ukrainian Monthly Magazine "Your Consultant", and their weekly newspaper "Balance".</font></p> <p></p> <p><font face="Arial, Helvetica, sans-serif">Quote: "I love my work. We help people through many big decisions and through different stages of their life - retirement, gifting, grandchildren's education, and even death. Because we build relationships, we know what's important to each of our clients and can help the family achieve it. Our clients delegate their investment management to us which empowers them to pursue the things in life that are really important to them."</font></p> <p><font face="Arial, Helvetica, sans-serif">Contact Elizabeth at <a href="mailto:epainter@painterfinancial.com">epainter@painterfinancial.com</a></font></p> <p><font face="Arial, Helvetica, sans-serif"> Elizabeth is a member of following organizations<br> </font></p> <blockquote> <p><font face="Arial, Helvetica, sans-serif">Centre College <a href="http://www.centre.edu" target="_blank">www.centre.edu</a><br> Thunderbird <a href="http://www.t-bird.edu" target="_blank">www.t-bird.edu</a><br> AIMR <a href="http://www.aimr.org" target="_blank">www.aimr.org</a><br> Institute of Business & Finance <a href="http://www.icfs.com" target="_blank">www.icfs.com</a><br> NASD <a href="http://www.nasd.com" target="_blank">www.nasd.com</a><br> CFA<br> FPA <a href="http://www.fpanet.org" target="_blank">www.fpanet.org</a><br> Leadership Kentucky <a href="http://www.leadershipky.org" target="_blank">www.leadershipky.org</a><br> JLL <a href="http://www.juniorleaguelouisville.org" target="_blank">www.juniorleaguelouisville.org</a><br> </font></p> </blockquote> <hr> <p><font face="Arial, Helvetica, sans-serif"><b>Lisa Wheeler-Trent, CPA<br> Tax & Accounting Manager</b></font></p> <p><font face="Arial, Helvetica, sans-serif">Lisa has a Bachelor's Degree in Accounting from Murray State University, and is a Certified Public Accountant. She has worked in accounting and taxation for 16 years for Lloyd E Painter, PSC.</font></p> <p><font face="Arial, Helvetica, sans-serif">Lisa's responsibilities include preparing all of the tax returns (individual, corporate, partnership, trust, estate, inheritance) and monthly and annual financial statements. Additionally, Lisa assists with statistical analysis reporting and plan development for PainterFinancial.</font></p> <p><font face="Arial, Helvetica, sans-serif">Quote: " In preparing tax returns or anything else, I complete the work as if it were mine. I try to take advantage of all opportunities available to the client, that I would want taken on my behalf. I try to give the client superior service in every case. PainterFinancial gives that personal touch to clients, so they do not feel as if they are just a number. I don't believe you get that everywhere. We try to demonstrate to the client that they are important to us, because they are."</font></p> <p><font face="Arial, Helvetica, sans-serif">Lisa is a member of following organizations<br> </font></p> <blockquote> <p><font face="Arial, Helvetica, sans-serif">Ky Society of Certified Public Accountants (kycpa) <a href="http://www.kycpa.org" target="_blank">www.kycpa.org</a><br> American Institute of CPA's (aicpa) <a href="http://www.aicpa.org" target="_blank">www.aicpa.org</a><br> Murray State University <a href="http://www.mursuky.edu" target="_blank">www.mursuky.edu</a><br> Ky State Treasurer <a href="http://www.kydirect.net" target="_blank">www.kydirect.net</a><br> IRS <a href="http://www.irs.gov" target="_blank">www.irs.gov</a><br> </font></p> </blockquote> <hr> <p><font face="Arial, Helvetica, sans-serif"><b>Bobbie Painter<br> Service Manager</b></font></p> <p><font face="Arial, Helvetica, sans-serif">Bobbie has worked with PainterFinancial since 1978. As Service Manager, Bobbie has completed NASD Series 6 and 63 securities examinations and holds insurance licenses.<br> She is responsible for new accounts and keeps transactions and reporting running smoothly in existing accounts.</font></p> <p><font face="Arial, Helvetica, sans-serif">She is responsible for taking care of any special client requests and solving any problems that might arise. There are three individuals working in the customer account and service area to insure that each client receives prompt and courteous assistance at all times.</font></p> <p><font face="Arial, Helvetica, sans-serif">Quote: "We have a great staff that works well as a team and takes pride in providing superior service. We frequently receive phone calls and notes from clients thanking us for helping them, and for doing such a good job for them. Working in this type of environment - everyone benefits. Over the years, many of our clients have become genuine friendsyou never want to let your friends down."<br> </font></p> <hr> <p><font face="Arial, Helvetica, sans-serif"><b>Carla Dukes<br> Service Assistant</b></font></p> <p><font face="Arial, Helvetica, sans-serif">Carla has been working for PainterFinancial for 6 years. She is in charge of monitoring all trades and new accounts to ensure accuracy.</font></p> <p><font face="Arial, Helvetica, sans-serif">Carla's continuing education includes accounting at Western Kentucky University, and she has completed the NASD Series 6 examination, and is scheduled to take the Series 63 examination.</font></p> <p><font face="Arial, Helvetica, sans-serif">Carla and her husband remain active with their two children, ages 17 and 12. Her daughter is a member of the Kentucky High School Rodeo Association and her son is involved in baseball, basketball and football.</font></p> <p><font face="Arial, Helvetica, sans-serif">Quote: "I stay on top of all the activity in our clients accounts, so the client can rest assured that their funds are in good hands. PainterFinancial is different than other firms, because we are concerned about ensuring our clients reach their financial goals for retirement, educational funding, etc."</font></p> <p></p> <hr> <p><font face="Arial, Helvetica, sans-serif"><b>Janet Tingley<br> Communications Specialist</b><br> <br> Janet's main job duties include functions as a Computer Operator. She manages and maintains our client database and produces and distributes scheduled mailings and newsletters.</font></p> <p><font face="Arial, Helvetica, sans-serif">Janet has an Associates Degree in Business & Office Administration and prior to joining PainterFinancial spent 8 years as a travel consultant/assistant office manager.<br> </font></p> <p><font face="Arial, Helvetica, sans-serif">Quote: "Our office is unique because we have several team members who not only work diligently to accomplish our individual duties/responsibilities, but work closely together with all other team members to achieve our one common goal to help them plan for their future. Our clients like the fact that we are hardworking, dedicated professionals who work together as a team for them and their future. Our clients come first...they are our bloodline." </font></p> <hr> <p><font face="Arial, Helvetica, sans-serif"><b>Lucinda Baggett<br> Director of Communications-Greenville</b></font></p> <p><font face="Arial, Helvetica, sans-serif">Lucinda works as receptionist/secretary for PainterFinancial. She is responsible for routing incoming and outgoing mail, answer phone, schedule appointments, typing correspondence, filing and account receivables.</font></p> <p><font face="Arial, Helvetica, sans-serif">Her past experience is quite diverse and includes receptionist/secretarial functions for real estate firms, Automotive manufacturing, a Psychiatry firm, and a trucking firm<br> <br> Lucinda and her husband Bryan have a baby girl who is 19 months old. <br> <br> Quote: "I've been with PainterFinancial for about a year and a half & I can honestly say that I have learned something new everyday. Not only things pertaining to my specific job duties, but lessons for life!"<br> </font></p> <hr> <p><font face="Arial, Helvetica, sans-serif"><b>Emily Short<br> Manager of Finance</b></font></p> <p><font face="Arial, Helvetica, sans-serif">Emily is the Finance Manager at PainterFinancial, and has been working with us since 1995. Emily is a graduate of Madisonville Community College with an Associate's Degree in Accounting Technology.</font></p> <p><font face="Arial, Helvetica, sans-serif">Emily and her husband have 2 daughters (ages 1 and 3 years old) and are expecting their third in July.</font></p> <p><font face="Arial, Helvetica, sans-serif">Quote: "We try to exceed client expectations on a regular basis. We have a diverse and skilled staff that can help with all of your financial planning needs."<br> </font></p> <hr> </td> </tr> <tr> <td valign="top" height="49"> <hr> <div align="center"> <font size="1" color="#000000"> <font face="Arial, Helvetica, sans-serif">© Copyright </font></font><font size="1" face="Arial, Helvetica, sans-serif">PainterFinancial. All Rights Reserved<br> March 13, 2001 </font><font size="1"> </font> <hr> </div> </td> </tr> </table> </center> </div> </body>