Paducah Financial Consultants

Our mission is to develop a long-term meaningful relationship with each and every client that is focused on education, integrity, and planning.

SERVICES

Wealth Management

We study the financial marketplace constantly, looking for the and most comprehensive tools to help you manage your wealth efficiently. We take the time to listen to you, consider your needs, and use our extensive knowledge to help you choose investment products that best match those needs.

legacy plannnig

We all have a legacy plan, whether we know it or not. Our advisors will help you make intentional
decisions that let you determine what happens to your wealth when you’re gone.

Wealth accumulation

We can help you review your current retirement plan and make sure you're on track toward saving enough for your retirement. Together with you, we will form and maintain a sound strategy that evolves throughout your career and prepares you to pursue a prosperous future.

Portfolio Manangement

Build a Sound Portfolio with a strategy designed around your time-line and goals for long-term financial success.

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Financial Planning

Start your financial plan with a clear path built around your goals, your priorities, and the future you want to achieve.

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Retirement Planning

Plan for retirement with confidence through a personalized strategy designed to help you save, invest, and enjoy the years ahead.

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Start Saving for College

Start saving for college with a plan that helps you prepare for future education expenses while making the most of tax-advantaged options like 529 plans.

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Risk Management

Protect what matters most with a risk management plan designed to help safeguard your income, assets, and long-term financial goals.

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Investment Strategies

Explore investment strategies tailored to your goals, risk tolerance, and timeline to help you grow and protect your wealth over time.

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Meet the Team

Caroline Korte, CPFA®

Senior Vice President Wealth Manager

270.575.6637

270.575.6224

ckorte@paducahbank.com

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 to pursue future goals, while...

Jesse Taylor
CFP^®, ChFC

Wealth Manager

270.575.6236

270.575.6224

jtaylor@paducahbank.com

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...

Landon Young

Wealth Manager

270.575.6235

lyoung@paducahbank.com

Landon Young is a Wealth Manager who brings over a decade of experience in the financial services industry. He specializes in creating tailored investment strategies and retirement plans for individuals, families, and small business...

Lisa Murray
LUTCF^®

Senior Operations Manager

270.575.5781

270.575.6224

lmurray@paducahbank.com

Lisa Murray is an Insurance Specialist and Wealth Management Assistant to Caroline Korte. Lisa joined Paducah Financial Consultants in May 2016 and brings 26 years of financial experience to our team. Lisa has worked with Caroline and...

Misty Bagby

Administrative Assistant

270.575.5728

mbagby@paducahbank.com

Misty Bagby is a Wealth Manager Assistant with 16 years of banking experience. She brings dedication, experience and a strong commitment to delivering top-notch service to all her clients. Her genuine enthusiasm, caring demeanor, and...

Schedule an appointment

Ready to take the next step toward your financial goals? Whether you're planning for retirement, investing for the future, or exploring your options, our team is here to help. Request an appointment with one of our experienced financial consultants today and let’s build a plan that works for you.

Useful Links

Access helpful resources designed to keep you informed and confident in your financial decisions. From market insights and planning tools to account access and educational content, these links provide the information you need, when you need it.

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Explore Our Blog

Explore our blog for timely insights, financial tips, and practical guidance to help you make informed decisions. From market updates to planning strategies, our content is designed to keep you one step ahead.

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Financial Glossary

Browse our financial glossary to better understand key terms and concepts. Whether you are learning the basics or refining your knowledge, it is a helpful resource to support more confident financial decisions.

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About LPL Financial

Learn about LPL Financial and how their resources, technology, and support help us deliver personalized guidance and investment solutions to our clients.

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