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Meet the JPR Group

The best financial advice is the result of expertise and teamwork

JPR Group

Our people are the fabric of the JPR Group

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 JPR.


150+

COMBINED YEARS OF EXPERIENCE

10

INDIVIDUALS

5

top industry designations

4

CERTIFIED FINANCIAL PLANNERS

1

Team


Meet JPR


Shawn M. Perry, CFP®, CPWA® Photo
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Shawn M. Perry, CFP®, CPWA®

Managing Director | Branch Manager

Shawn M. Perry

Shawn M. Perry, CFP®, CPWA®

Managing Director | Branch Manager

SMPerry@RWBaird.com
270.467.9664

Shawn is team leader and branch manager with The JPR 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.

Michael L. Jennings Photo
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Michael L. Jennings

Director | Financial Advisor

Michael L. Jennings

Michael L. Jennings

Director | Financial Advisor

MJennings@RWBaird.com
270.467.9664

Mike is a Director and Financial Advisor with the JPR Group. He joined Baird in 2017 and brings to the team over three decades of wealth management and investment experience.  

Mike became a financial advisor in July 1986 after working for eight years as an educator. His primary role on the team is assisting clients in developing retirement and wealth-building goals, monitoring and communicating clients’ progress toward those goals, and helping clients stay the course during uncertain times.

Mike and his wife, Katherine, have been married since 1971 and live in Morgantown. They have one son, a daughter-in-law, and two beautiful granddaughters. Mike and Katherine have been active in the ministry of Gideons International for over forty years, serving in many local and state offices and traveling all over the world on various assignments. In his free time, Mike enjoys raising cattle and traveling—something he and Katherine hope to do more of during retirement.  

N. Drew Richey, CFP®, CRPS® Photo
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N. Drew Richey, CFP®, CRPS®

Director | Financial Advisor

N. Drew Richey

N. Drew Richey, CFP®, CRPS®

Director | Financial Advisor

DRichey@RWBaird.com
270.467.9664

Drew is senior vice president and financial advisor with the JPR 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

Joshua J. Marson, CIMA® Photo
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Joshua J. Marson, CIMA®

Vice President | Financial Advisor

Josh Marson

Joshua J. Marson, CIMA®

Vice President | Financial Advisor

JMarson@RWBaird.com
270.467.9664

Josh is a financial advisor with The JPR 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.  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 D. Boyles, CFP®, QPFC® Photo
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Andrew D. Boyles, CFP®, QPFC®

Financial Advisor

Andrew D. Boyles

Andrew D. Boyles, CFP®, QPFC®

Financial Advisor

JMarson@RWBaird.com
270.467.9664

Andrew is a financial advisor with the JPR 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 and is 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. He also serves on the Kindergarten Readiness allocations committee for United Way of Southern Kentucky.

Jacqueline Hunt Rowe, CFP® Photo
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Jacqueline Hunt Rowe, CFP®

Assistant Vice President | Branch Administrative Supervisor

Jacqueline Hunt Rowe

Jacqueline Hunt Rowe, CFP®

Assistant Vice President | Branch Administrative Supervisor

JHRowe@RWBaird.com
270.467.9664

Jacqueline is a branch administrative supervisor at the JPR Group. She joined the JPR Group 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™ designation. Jacqueline serves as a Client Advocate and oversees the management of our Service Team.

Jacqueline enjoys being active in our community and is currently serving as the Board Chair for the South Central Kentucky Chapter of the American Red Cross. She and her husband, Freddie, enjoy traveling, visiting with family, and spending time on the farm with their dogs.

Melissa Steele Photo
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Melissa Steele

Client Specialist

Melissa Steele

Melissa Steele

Client Specialist

MSteele@RWBaird.com
270.467.9664

Melissa is a client specialist at the JPR 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 Schakat Photo
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Brooke Schakat

Client Assistant

Brooke Canary

Brooke Schakat

Client Assistant

BSchakat@RWBaird.com
270.467.9664

Brooke is a client assistant with The JPR Group. She joined the team in 2017 after being in the financial services industry for over five years. 

Brooke graduated from Western Kentucky University with a Bachelor of Arts degree in Corporate and Organizational Communication. Brooke’s primary roles on our team are serving as a Client Advocate, overseeing the onboarding of new clients, identifying business development strategies, as well as being our annuity and insurance specialist. 

In Brooke’s free time, she enjoys volunteering for several non-profits in our area and spending time with family and friends. 

Michelle Humphrey Photo
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Michelle Humphrey

Client Assistant

Michelle Humphrey

Michelle Humphrey

Client Assistant

MHumphrey@RWBaird.com
270.467.9664

Michelle is a client assistant with The JPR 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 York Photo
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Savannah York

Client Assistant

Savannah York

Savannah York

Client Assistant

SYork@RWBaird.com
270.467.9664

Savannah is a client assistant with The JPR 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 communicates with clients to address account details and other needs. 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, festivals, traveling, and acting in the Pine Knob Outdoor Theater. Savannah was born and raised in Leitchfield. She and her husband, Chad, now live in Alvaton and have two sons, Ethan and Mason.