Dillon Harper Email & Phone Number

Lexington, Kentucky, United States

We utilize a team approach within our office and network of professionals to meet your family’s unique planning needs. By working with our team we know that you are entrusting us to help you and your family take prudent steps to grow and protect your wealth in order to achieve your goals.Throughout life certain financial planning objectives will change. For some of our younger families the goal may be figuring out how to regularly save for their future retirement while reducing consumer debt. For other clients the goal may be calculating how they can fund an early retirement. For our retired clients the objective may be simply to stay retired or to determine the best way to pass on their wealth to their children, grandchildren and/or charitable interest.At Family Financial Partners, we understand that each of “our families” (as we refer to our clients) is more than just account numbers. Their assets have been built by hard work and, through good stewardship, can ensure the success of future generations.Our commitment to helping you meet your needs will allow you the time to focus more on what matters most, family.Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC. One Financial Way, Cincinnati, OH 45242 513.794.6794. Investment advisory services offered through O.N. Investment Management Company.

Lexington, Kentucky, United States

Nicholasville, Kentucky, United States

Nicholasville, Ky

• Maintain client communication and compliance issues • Make trades on behalf of coworkers with securities licenses • Assist Financial Advisors in preparing for consultations with clients

Frankfort, Kentucky

• Performs data entry of taxpayer information into the Department of Revenue systems and prepares documents for filing and storage of taxpayer information• Assists office staff members in the processing and review of taxpayer returns• Distributes incoming taxpayer correspondence to staff members and prepares outgoing correspondence

Frankfort, Ky

• Attend committee meetings and take notes on all important topics and votes• Read legislation assigned to various committees and reported a summary • Research various topics that pertain to tax legislation from surrounding states

Lexington, Kentucky Area

• Led weekly Chapter meetings, coordinated weekly committee meetings• Oversaw the Chapter’s risk management programs and policies• Served as the official representative of the Chapter at all meetings and events • Made all final decisions regarding Chapter events, and enforce our Chapter’s by-laws

Lexington, Kentucky Area

• Managed $40,000 and budgeted money for all FarmHouse events and functions • Kept accurate records of all cash inflows and outflows of the bank account• Managed all relationships with Kentucky Bank in regards to account information

Frankfort, Ky

• Assisted the Director of Communications in opposition research • Assisted the Finance Team in preparations of fundraising events • Prepared news articles and news clips for the Director of Communications

Frankfort, Ky

• Assisted Commissioner Ryan Quarles in organizing various events and functions • Worked extensively on the Hunger Initiative launched by the Commissioner • Assisted the Director of Public Relations in drafting articles and social media posts