A plan for today, tomorrow and generations to come

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• DC
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As an original member of The Cunningham King Wealth Management Group, John brings four decades of experience providing financial guidance to individuals and families that are comfortably wealthy. John prides himself on being able to focus on what’s important to you, helping you organize your financial life, and assist you in exploring and pursing your wealth management needs and goals over different time frames.

He began his career in 1982 with Merrill Lynch and moved to J.C. Bradford & Company in 1989. In 2000 J.C. Bradford & Company was sold to Paine Webber which became UBS later that year. John focuses on the investments and performance of client portfolios.

John serves on the Assumption High School Investment Committee.

• Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 

• University of Louisville

• Accredited Asset Management Specialist
• AAMS℠

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• GA
• IL
• IN
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• LA
• MA
• MD
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• MT
• NC
• OH
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• OR
• SC
• TN
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• VA
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• WI

Tracy has more than 29 years of experience providing financial guidance and is prepared to create a comprehensive financial plan designed to manage your wealth, with your life in mind. She works with clients to develop financial plans that capture and review their financial goals, savings strategies, investments, debt, risk management and estate planning.  She provides holistic advice and guidance for all financial planning by meeting with clients and their CPAs, attorneys and families. She receives the greatest satisfaction from helping our clients feel more confident about their future.

Tracy is a graduate of the University of Louisville with a Bachelors of Science in Business Administration.

She holds the Series 7, 66 securities licenses as well as life, health, annuity insurance licenses and attained the CERTIFIED FINANCIAL PLANNER™CFP® designation in 2010.

• University of Louisville, Bachelors of Science in Business Administration

• CERTIFIED FINANCIAL PLANNER™
• Accredited Asset Management Specialist

• CA
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• GA
• IL
• IN
• KY
• LA
• MD
• NJ
• OH
• OK
• OR
• WA

Kristin joined The Cunningham King Wealth Management Group in September 2004 and has 20 years experiences in the financial services industry.  As the Team Administrator, Kristin oversees the daily operations of the team and the service to our clients. She is also responsible for scheduling and event planning. She prides herself on providing regular updates, returned calls and timely responses to your questions or concerns. She is a graduate of Spalding University with a Bachelors of Science in Business Administration. Kristin has an Associates Degree in Journalism from Indiana University.

She holds her Series 7, 63 and 66 securities licenses.

• Spalding University, Bachelors of Science in Business Administration
• Indiana University, Associates Degree in Journalism

• CA
• FL
• GA
• IL
• IN
• KY
• MD
• OH
• OK
• OR
• WA

Samuel Weining, joined The Cunningham King Wealth Management Group in May 2021 as an intern.  As a Client Associate, Sam will focus on financial planning and preparing reports for client meetings. Sam will assist in providing administrative services to our clients including processing disbursements, charitable donations, client on-boarding and online services. He is a graduate of Campbellsville University with a Masters in Business Administration.

He holds his Series 7 and 66 securities license.

• Campbellsville University , Bachelors of Science Business Administration with Emphasis in Management
• Campbellsville Univeristy, Masters in Business Administration