About Lamkin Wealth Management

At Lamkin Wealth Management, our mission involves guiding you to make the right financial decisions for your financial future. We strive to enhance our clients' quality of life through our values-based financial life planning strategy - freeing your mind to enjoy the things that are most important to you.

About The Founder & CEO

Mark T. Lamkin
Founder & President
Lamkin Wealth Management
mark.lamkin@lpl.com

Mark T. Lamkin, MBA, RFC, CSA is founder and CEO of Lamkin Wealth Management, a financial planning firm located in Louisville, Kentucky. Lamkin specializes in retirement planning and 401(k) funds management and provides clients with retirement planning that helps to protect, manage, and grow his client's work of a lifetime.

As a Registered Financial Consultant, Lamkin's financial licensing is under the jurisdiction of the NASD through Linsco/Private Ledger, the nation's #1 independent brokerage firm for 10 consecutive years (as reported by Financial Planning Magazine, June 1996-2005).

Having reached his target net worth goal by the age of thirty-five, Mark T. Lamkin is no stranger to success. From growing up in rural Bullitt County, Kentucky where he was the first in his family to attain a college degree, Lamkin went on to earn an MBA degree while forming Lamkin Wealth Management.

Lamkin's love for business and negotiation has netted many successful land and business deals. And prior to forming Lamkin Wealth Management, he was named Top Representative for nine consecutive years for a financial services firm in Louisville, Kentucky.

Other Lamkin Wealth Management Professionals

Rodney C. Brooks
Senior Vice President & LPL Wealth Advisor
Lamkin Wealth Management
rodney.brooks@lpl.com

• 18 years industry experience
• VP & Program Manager for Regional Bank-Brokerage Division
• BA in Religion from Evangel University
• Post graduate work with Linsco/Private Ledger
• Series 7 & 66 licensed
• Life and health insurance licensed

Patricia L. Whitcomb
Client Concierge & LPL Wealth Advisor
Lamkin Wealth Management
patricia.whitcomb@lpl.com

• 6 years industry experience
• VP for Community Bank-Wealth Management Group
• BS from Butler University
• Post graduate work with Linsco/Private Ledger
• Series 7 & 63 licensed
• Life and health insurance licensed

Jonathan D. Upton
Wealth Plan Investment Strategist
Lamkin Wealth Management
jonathan.upton@lpl.com

• 5 years industry experience
• Business Administration with emphasis in Finance Degree from Transylvania University
• Series 7 & 63 licensed with LPL Financial
• Chartered Retirement Planning Counselor
• Life insurance licensed
• Preparing for CFP