Jane B. Smith, CFP®

A true professional, Jane is a CERTIFIED FINANCIAL PLANNER Professional and has been in the financial advisory business since 1989.

Jane brings to clients her extensive education, experience and decades-long history of teaching financial education for retirement at local universities, corporations and continuing education credit coursework for CPAs and other financial advisors.

Ms. Smith holds numerous securities licenses; insurance licenses and completes many hours of continuing education on an ongoing basis.

Her financial planning practice is concentrated in the area of individual retirement income planning.

Jane’s professionalism has brought her many industry honors. The greatest tribute to her is her loyal, growing clientele.

Kristen VanHook, MBA

Kristen holds a Bachelor of Business Administration in finance and marketing as well as a Master of Business Administration from the University of Kentucky.

While attending the University of Kentucky, she was on the swim team and served as captain her senior year. In the summers of 2012 and 2016 she competed at the Olympic Trials.

Kristen has incorporated the work ethic and dedication that she learned from swimming into her financial planning practices. She focuses on providing her clients with comprehensive financial planning tailored to their individual needs.

Kristen is an advisory representative with Lincoln Financial Securities and holds her Series 6, Series 7, Series 63, Series 65 and Life and Health Insurance license.

Kristen VanHook, MBA is a registered representative offering investments to residents of KY, IN, AL, FL, GA, IL, IA, KS, MO, NC, OH, TN, TX, VA, and WV and offers advisory services to residents of KY through Lincoln Financial Securities Corp. Member SIPC. Lincoln Financial Securities Corp. and Jane B. Smith, CFP® & Associates, Inc. are not affiliated. Lincoln Financial Securities Corp. is a member of the Lincoln Financial Group, which is the marketing name for Lincoln National Corporation and its affiliates.

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Patricia (Pat) Vincent

Pat is a Louisville native who grew up in Pleasure Ridge Park. She has lived in Atlanta and Boston and travelled extensively during her professional life. She returned to Louisville in 1993 and joined Jane Smith’s organization in 1997.

Pat has worked for organizations such as National Industries, Inc. in Louisville, Fuqua Industries, Inc. in Atlanta and The Ritz-Carlton Hotel Company in Atlanta and Boston. She was a member of the initial Malcolm Baldrige Team that initiated Total Quality Management at The Ritz-Carlton Hotel Company. They won the award in 1992 for their service initiatives.

Pat holds the following FINRA licenses: Series 6, Series 63, Series 65, Series 7, Series 24, Life and Health Insurance and Variable Annuities.

Pat’s philosophy of service and her talent for organization adds to the overall goal of taking care of the client. Her main focus is on the clients’ day-to-day needs, processing new business and day-to-day involvement with the investments under management.

Cindy Allen

Cindy is an Oldham County, Kentucky native and moved to Louisville 23 years ago. She joined Jane B. Smith, CFP® and Associates, Inc. in August 2013 as Office Manager. Previously she was the Office Manager for a local design firm. She has two sons, a high schooler at St. X, and a college student at Rose-Hulman Institute of Technology.

Cindy is our client concierge. She is the first point of contact and her friendly and helpful personality puts people at ease immediately.

While Cindy’s major function is to manage the day-to-day business and administrative matters of Smith & Associates, she also helps implement the educational workshops and client events we host throughout the year.