Meet our Team

A relationship centered around your goals. 

Our team is uniquely positioned to serve the needs of our clients. With over 30 years of combined professional experience, and a staff committed to the highest standard of client care, we are here to help our clients achieve their most important goals. 


At our firm, we have the client—and only the client—in mind.

Succession Wealth Planning is a team brought together by Mac Jarboe, Jr. and Greg Bagdasaryan. In a world where we believe customer service is often times ignored, we strive to deliver a consistent, positive experience for our clients and those they refer to us. 

With the help of our capable staff members you will always have a resource available to you at every step of the way. Please take a minute to meet our team. 

Mac Jarboe, Jr., CLU®, ChFC®, AIF®

Managing Partner & Wealth Management Advisor

859-219-4306

macjarboe@financialguide.com

"I have a passion for uncovering new opportunities for clients and helping them to avoid financial mistakes so that they can enjoy their lives free from financial worry."

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Greg Bagdasaryan, AIF®, CEPA®

Managing Partner & Wealth Management Advisor

859-219-4342

gbagdasaryan@financialguide.com

“To help my clients build and protect their personal wealth, so that they may enjoy a life free of financial worry.” 

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Megan Howard

Client Experience Director

859-219-4337

meganhoward@financialguide.com

“I am here to be your first point of contact, a friendly voice on the line when you need to schedule an appointment, have a question, or need assistance.” 

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Holly Flynn

Team Operations Leader

859-219-4322

hflynn@financialguide.com

“I am here to answer any questions you may have, provide service and offer support on your insurance and investment accounts.”

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Trina Williams

Client Services Specialist

859-219-4336

trinawilliams@financialguide.com

“I am here to take care of your service needs and offer administrative support on all your investment accounts.” 

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