Joseph G Floyd, CLU®, ChFC®, LUTCF®, CLTC®

Wealth Management Advisor

My Team

Jennifer and I regard your Financial Security among the most important issues and are focused on understanding and serving each individual client. We are committed to courteous, professional and complete service in order to help you achieve your Financial Security goals. 

Please call or email us whenever you have a question, concern, or need. We are eager to help.

Jennifer Marie Short

Jennifer Marie Short

Associate Wealth Management Advisor
Office 859-899-0255

A Kentucky native, Jennifer has been working with Joe since June of 2015 and is licensed in life, health and variable insurance. Additionally, she has her General Securities License (Series 7) and Series 66. She is a graduate of Eastern Kentucky University with a Bachelor of Science degree in Child and Family Studies and a minor in Psychology. Since she has a heart for working closely with people, she obtained a Master's degree in Clinical Mental Health Counseling from Eastern Kentucky University in 2018. She is applying the skills she has learned to the financial industry.

In her free time, Jennifer enjoys reading, traveling and spending time with her husband, Justin, and their sweet goldendoodle, Chloe.

How can Jennifer serve you?

  • Schedule and provide one-on-one meetings
  • Open and service investment accounts 
  • Provide client reports and billing information
  • Prepare and process insurance applications



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