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®

Managing Partner & Wealth Management Advisor


"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


“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


“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.” 

Holly Flynn

Team Operations Leader


“My goal is to make sure you receive the best customer service possible. I am here to assist and answer any questions you may have regarding your insurance policies and investment accounts.”

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Stephanie Dare

Client Services Specialist

(859) 219-4339

Having worked in the financial services and insurance industry for the past 25 years, I am dedicated to serving the client's needs and delivering high quality customer service.