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.

Lloyd E. Painter, CPA/PFS, CFP™, CLU, ChFC
President

Lloyd is president of PainterFinancial and Lloyd E. Painter, PSC. Lloyd has worked in the financial services industry since 1970.

Lloyd has attained the right to use the following designations:

Certified Public Accountant (CPA)
Personal Financial Specialist (CPA/PFS)
Certified Financial Planner™ (CFP®) Practitioner
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
 

Lloyd has passed the following licensing exams:

Series 7 & 24 ; 63 & 65
Kentucky Life and Health Insurance Examination
Kentucky Variable Contracts Examination

The following are a sampling of the professional organizations that Lloyd is a member of:

The American Institute of Certified Public Accountants
The Financial Planning Association  

Contact Lloyd at painter@painterfinancial.com

Lloyd is a Registered Representative offering securities through Cambridge Investment Research, Inc. Lloyd is also an Investment Advisor Representative offering Financial Planning services through PainterFinancial, a Registered Investment Advisor.  Other Investment Advisory Services are through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and PainterFinancial are not affiliated.

Lisa Wheeler-Trent, CPA
Tax & Accounting Manager

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 Lloyd E Painter, PSC since 1984.

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.

Lisa works with the following organizations:

Ky Society of Certified Public Accountants
American Institute of CPA's

Ky State Treasurer
IRS

Lisa is not affiliated with Cambridge Investment Research, Inc.

Lucinda Baggett
Executive Assistant to the President

Lucinda has been with PainterFinancial since 1999.  She is responsible for maintaining continuous contact with clients in the form of mailings, phone calls, and setting appointments. 

Her past experience is quite diverse and includes office manager for real estate firms, Automotive manufacturing, a Psychiatry firm, and a trucking firm

Lucinda and her husband Bryan have a little girl, Lydia who is 6 years old.

Lucinda is an employee of PainterFinancial and is not affiliated with Cambridge Investment Research, Inc..

Emily Short
Manager of Finance

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.

Emily and her husband have three daughters.

Emily is an employee of PainterFinancial and is not affiliated with Cambridge Investment Research, Inc..

Worth