Broker Check

The Financial Advocacy Network™

We Are With You Every Step Of The Way

Meet Your Financial Advocates

Jacqueline H. Hunt, CFP®, CPWA®

Assistant Vice President | Branch Administrative Supervisor

270.467.9664

JHunt@RWBaird.com

Jacqueline is a branch administrative supervisor at the Perry Richey Group. She joined the team in 2014 with extensive experience in financial planning and wealth management.

Born and raised in Bowling Green, Jacqueline is a graduate of Western Kentucky University with a Bachelor of Science degree in Finance and a certificate in Financial Planning. She has also obtained the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® certifications. Jacqueline serves as a Financial Advocate and oversees the management of our Service Team.

Jacqueline enjoys being active in our community and is a past Board Chair of the South Central Kentucky Chapter of the American Red Cross. She enjoys spending time with friends and family, traveling, and just being on the go.

Savannah York

Client Assistant

270.467.9664

SYork@RWBaird.com

Savannah is a client assistant with the Perry Richey Group. Having joined Baird in 2019, Savannah brings to the team more than eleven years of experience in community banking and a reputation for strong client relationships.

Savannah is a graduate of Western Kentucky University with a Bachelor of Science degree in Marketing, as well as Kentucky Bankers Association General Banking School. Savannah serves as a Financial Advocate and fulfills retirement plan administrative duties. She also serves our clients as a specialist in Baird Online and InfoArmor identity theft services.

When not at work, Savannah enjoys her son’s travel baseball games, the outdoors, and traveling. Savannah was born and raised in Leitchfield. She and her husband, Chad, now live in Alvaton and have two sons, Ethan and Mason.

Claire A. Wilson

Associate Financial Advisor

270.467.9664

CAWilson@RWBaird.com

Claire is an Associate Financial Advisor with the Perry Richey Group, joining the team in 2022 after completing the Financial Advisor Foundations Program at Baird. She rotated through many different departments in Private Wealth Management at Baird, bringing to the team a well-rounded perspective of both the firm and the wealth management process.

Claire is a graduate of Western Kentucky University with a Bachelor of Science degree in Finance and a Bachelor of Arts degree in Economics. She is a Logan County native and a member at Dripping Spring Baptist Church. In her free time, Claire enjoys spending time with her family, traveling, cooking, and playing tennis.

Client Centered

Our Financial Advocacy Network™ is an integral and unique part of The Perry Richey Group's client service process. 

This program is built to enhance three key aspects of our practice - Stewardship, Standard of Care, and Life Events.

Your Financial Advocate works alongside your Financial Advisor to review your accounts, formulate meeting agendas, and prepare for each client review meeting. Your Financial Advocate also manages any follow up, provides you with a detailed meeting summary, oversees implementation of any recommendations, and coordinates strategies with your CPA and attorney as needed. Your Financial Advocate serves as your dedicated point of contact within our team.  

The Advocate Advantage™ is a program meant to provide your loved ones and close friends with the resources they need for the life experiences that they are encountering. Whether you have a family member enrolling in their first 401(k) plan, or your former colleague has questions about Medicare, The Advocate Advantage™ provides an easy way to connect the people you care about most to the resources they need to make informed financial decisions.

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If you are an existing client with friends, family, or colleagues who could benefit from receiving The Advocate Advantage™ e-newsletters each quarter, let us know here.

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Connect With Us

Stewardship

The spirit of stewardship—the careful and responsible management of your entire financial picture, entrusted to our care—is what drives our Financial Advocacy Network™ and The Perry Richey Group as a whole. It is our hope that you see and feel this care each and every time you connect with our team.

Standard Of Care

Your Financial Advocate oversees your Standard of Care checklist. Much like a physician who utilizes a checklist based on a patient’s age—the standard protocols to follow and particular tests to be run—we employ a Standard of Care checklist to help ensure that all aspects of your financial well-being are attended to. Through regular conversations about a variety of topics—from planning for a child’s education to making arrangements for aging loved ones—it is our goal for you to be prepared at any stage of life for whatever challenges or opportunities come your way.


See the full breakdown HERE

Life Events

We realize that with even the most thorough planning life can change in the blink of an eye. Through any major Life Event—marriage, a new baby, divorce, the loss of your spouse—your Financial Advisor and Financial Advocate will be at the ready with thoughtful insights and helpful tools. You will also have access to the expertise and experience of our entire team of financial professionals. We will be with you every step of the way.