Tim Yessin, Chair, V.P. and Wealth Management Adviser, Fifth Third Private Bank
Born and raised in Lexington, Yessin graduated with honors in economics from the University of Kentucky. He has 18 years of banking experience and is currently an Accredited Wealth Management Advisor with Fifth Third Bank in Lexington.
Yessin is an NCAA Lacrosse official and serves on several boards associated with the sport.
He lives in Lexington with his wife, Jennifer, and two children.
Tom Dupree, Jr., Owner, Dupree Financial Group
As a 31-year veteran of the securities business, Tom Dupree, Jr., has helped many people achieve their financial goals. Aside from his work, Tom is a devoted husband, father, friend and philanthropist.
Tom represents the third generation of his family in the securities business, and has wide experience in many financial areas, such as fixed income and equity portfolio management, research, institutional sales, stock brokerage, and financial planning. After spending 18 years with a large, New York-based brokerage firm, Tom started Dupree Financial Group with the sole purpose of providing excellent customer attention and service.
Relationships are important to Tom and, as you will learn, it is important to him to know his clients so he can best suit their personal needs. Advice is given personally, and is based on each client’s needs and desires.
Tom hosts his own financial radio program on Lexington’s NewsRadio 630 WLAP-AM.
Steven J. Megerle, Attorney
Steve Megerle is a lifelong resident of Northern Kentucky. He is an attorney and has been licensed to practice law in Kentucky since 2005.
He is also admitted to practice law in several federal courts including the Sixth Circuit Court of Appeals where just last year he argued a First Amendment case related to the political speech rights of public employees.
Steve has tried several civil jury cases and also argued before the Kentucky Court of Appeals. He represents individuals and small businesses in all types of matters. He currently represents several small businesses and individuals who are challenging the Bullitt County Board’s of Health’s passage of a county-wide smoking ban in the Louisville federal court.
Steve holds a Bachelor’s Degree in English and History with Honors from Canisius College in Buffalo, New York and received his Juris Doctor Degree from the Ohio Northern University in Ada, Ohio.
Aaron Ammerman, Financial Advisor, UBS Financial Services Inc.
Aaron Ammerman began his career at PaineWebber in 1996 providing consultative services to institutional investors. He joined UBS in 2000 following the firm’s acquisition of PaineWebber and continues to advise a variety of institutions, families and individuals.
Aaron earned a Bachelor’s Degree in Business Administration from Asbury University in addition to a Master’s Degree in Economics from the University of East London, England.
He currently resides in Lexington, Kentucky, with his wife and son.