Every day we strive to serve one another, our clients, and our community the best we can. We continually look for ways to innovate and enhance our client experience and the service our clients receive. We value Wisdom, Discipline, Transparency, and Humility. This is who we are; this is The Perry Richey Group.
Combined Years of Experience
Top Industry Designations
Certified Financial Planners
Managing Director | Branch Manager
Shawn is team leader and branch manager with the Perry Richey Group. He joined Baird in 2017 and brings to the team a problem solving, big picture view of the industry.
Shawn graduated from Western Kentucky University with a Bachelor of Science degree in Finance. Shawn works primarily with the JPR’s top 50 clients applying his expertise in estate and tax planning. Shawn holds two top industry designations, CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®.
Shawn is actively involved with Center for Courageous Kids (CCK) as Board Chairman. Shawn is married and has three children. Shawn loves reading, golf, hunting, mentoring college students, and traveling with his family.
Director | Financial Advisor
Drew is director and financial advisor with the Perry Richey Group. He joined the team in 2005 and brings a host of specialized skills to serve our clients’ unique and varied needs.
Drew is a graduate of Western Kentucky University with a Bachelor of Science degree in Business Economics and a certificate in Financial Planning. He has also obtained the CERTIFIED FINANCIAL PLANNER™ designation. Drew focuses on providing personalized service to affluent families and businesses and manages the team’s long-term strategic projects.
Drew loves being at home with his wife, Kelsey, and their two children, Callie and Jacob. He is an active member in his church and community, and in his free time enjoys mountain biking, hunting, camping, and traveling with his family. He loves endurance sports, with his biggest accomplishments being a three-time finisher of Ironman Louisville and completing the Leadville, Colorado, 100 Mile Mountain Bike Race
Vice President | Financial Advisor
Josh is vice president and a financial advisor with the Perry Richey Group. Having joined the team in 2009, Josh brings expertise in the areas of portfolio management, asset allocation, and risk analysis.
Josh is a graduate of Western Kentucky University with a bachelor’s degree in Interdisciplinary Studies and has obtained the Certified Investment Management Analyst® designation. He has also obtained the CERTIFIED FINANCIAL PLANNER™ designation. Josh serves clients as a primary relationship manager, focusing on comprehensive financial planning. Josh is also a portfolio manager for our team, providing globally allocated portfolios across various risk tolerances.
Josh and his wife, Lindsey, have two children, Harper and Eli, along with Bo, an English Labrador Retriever. Josh enjoys all things hunting and fishing, along with any reason to spend time in the great outdoors.
Andrew is a financial advisor with the Perry Richey Group. Having joined the team 2016, Andrew brings to the team a drive to solve complex problems and a desire to provide our clients with creative solutions.
Andrew is a graduate of Western Kentucky University with a Bachelor of Science degree in Finance and is a CERTIFIED FINANCIAL PLANNER® designee. Andrew works with clients transitioning to retirement and focuses on advanced planning strategies for high-net-worth clients. Andrew also works with small businesses across the nation to help tailor and implement qualified retirement plans. Andrew holds three top industry designations, CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®and a Qualified Plan Financial Consultant®.
Andrew and his wife, Maddie, are members of Living Hope Baptist Church and have a golden retriever named Sadie. In his free time, Andrew enjoys running, cycling, reading, and anything outdoors.
PMW Financial Planner
Brooke is a PWM Financial Planner with the Perry Richey Group. She joined the group in 2022, bringing additional experience to the team in advanced financial planning and wealth management.
Brooke graduated from Western Kentucky University with a Bachelor of Science in Finance, Bachelor of Arts in Economics, and Master’s in Applied Economics. Brooke holds the CERTIFIED FINANCIAL PLANNER™ designation.
Brooke is involved with The Center for Courageous Kids as a member of the Advocacy Committee. Brooke and her husband, Chase, and son, Hunter, love spending their free time outdoors, hiking, hunting, and playing sports together.
Associate Financial Advisor
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.
Assistant Vice President | Branch Administrative Supervisor
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.
Senior Client Specialist
Melissa is a client specialist at the Perry Richey Group. She joined the team in 1994 and brings a wealth of experience in client service, having worked in the financial services industry since 1989.
Melissa is an integral member of the team and interacts with clients daily to facilitate a wide variety of inquiries. She offers prompt, courteous service and provides personal attention to each client.
When not at work, Melissa enjoys spending time her with daughter.
Brooke is a Client Assistant with the Perry Richey Group. She joined Baird in 2017 after being in the financial services industry for over five years.
Born and raised in Bowling Green, Brooke graduated from Western Kentucky University with a Bachelor of Arts in Corporate and Organizational Communication in 2011. Brooke primarily serves as our team’s New Client Onboarding specialist. She also identifies and implements business development strategies and serves on the Perry Richey Group leadership team to assist with the overall management of the practice.
In Brooke’s free time, she enjoys volunteering for several non-profits in our area and taking on leadership roles within those organizations. The organizations include CASA (Court Appointed Special Advocates) of South Central Kentucky, United Way of Southern Kentucky, and Center for Courageous Kids. Brooke has been recognized in local publications in 2018 and 2020 as a Top 40 Under 40 young professional. She is married to Jacob, and they enjoy spending time together with family and friends.
Michelle is a client assistant with the Perry Richey Group. Having joined the team in 2017, Michelle brings to the team 30 years of experience in client service.
Michelle graduated from Western Kentucky University with a Bachelor of Arts degree in Comprehensive Interior Design. Michelle brings a sense of creativity and uniqueness to the team. In addition to focusing on the client experience, Michelle oversees scheduling, organizes events, and manages the team’s marketing and social media efforts.
Michelle is married and has three daughters. In her free time, Michelle enjoys cooking, going to the lake, painting artwork, and spending time with her family and friends.
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.