Team
As a team, we have 85 years of experience and continue our education to better understand the challenges of today’s environment. Whether your concern is outliving your money, earning a decent income off your savings, avoiding risk, understanding how investments are taxed, or other financial matters, we are likely helping others with similar
concerns.
Michael W. Newton, CPWA®
Certified Private Wealth AdvisorĀ®
Mike is a Certified Private Wealth Advisor®, registered representative, and investment advisor representative. He has over 30 years of experience. Mike is also a life, health, and long-term care insurance agent.
Kevin Taylor
Certified Financial PlannerĀ®
Kevin began working with Newton Financial Group in December 2009. His is a registered representative and insurance agent, obtaining Series 7, 66, and Life/Health and Long Term Care Insurance licenses. He currently focuses on investment...
Karen Reynolds
VP of Client Services
Karen Reynolds joined our team in June of 2016 after working at the home office of Investment Planners for 15 years. She graduated with a degree in Finance from Millikin University in 2001 and has her Series 4, 7, 24, and 66 licenses....
Lauren Reesor
Operations/Sales Assistant
Lauren started working at Newton Financial Group beginning in January 2022 as the Operations & Sales Assistant. She interacts with clients daily to facilitate a wide variety of inquiries and is a valuable asset to the team.
Alma Gentry
Administrative & Client Services
Alma began working part-time with Mike when he opened the Bowling Green office in October 2000. Soon after, she welcomed the privilege to begin a new full time career. She became a licensed insurance agent and registered representative...