Understanding

John Cunningham is a native Louisvillian and a sixth-generation Kentuckian. He believes a successful client partnership is built upon two key principles: putting clients’ interest first and providing exceptional personal service. He has built his reputation as a trusted advisor by serving his clients with integrity and honesty and becoming their primary resource for family finances. 

His process focuses on creating lasting income streams for their clients to facilitate their desired lifestyle and creating the discipline and time horizon necessary for risk assets to perform. Three distinct categories John emphasizes with clients are cash management, wealth management, and family legacy planning. He strives to meet the complex, ever-changing, and often unique, needs of families with wealth. 

Throughout his career, John has demonstrated a strong commitment to both community and the arts. He serves on the board of the Louisville Orchestra, Assumption High School Investment Committee, is an Elder at Second Presbyterian Church, and is an active member of the Rotary Club of Louisville and the Financial Planning Association. 

He began his financial services career in 1982 at Merrill Lynch before becoming a partner at J. C. Bradford & Co., which was acquired by UBS Financial Services in 2000.  

Married to Sallie for 39 years, John is a proud father of two adult children, Ross and Lee Ann.

As a dedicated financial professional with over 32 years of experience, I have had the privilege of guiding numerous individuals and families toward achieving their financial goals.  As a Certified Financial Planner, CFP®, I bring a wealth of knowledge and expertise to our practice, guiding individuals and families through complex financial decisions with clarity and insight.

With a career spanning over three decades, I have weathered various market cycles and economic shifts, allowing me to provide seasoned advice to my clients.  My approach to financial planning is characterized by empathy and genuine care for my clients’ well-being, understanding that each financial journey is unique and personal.

Outside of my professional life, I am blessed with a loving family.  Married for 34 years, I am a proud mother of three and a doting grandmother to three grandchildren.  My family-oriented perspective often informs my holistic approach to financial planning, considering not just the numbers, but the people and relationships behind them.

As a breast cancer survivor, it provides an added layer of understanding and resilience to my practice.  This personal experience has deepened my empathy and reinforced my commitment to helping clients prepare for life’s unexpected challenges through sound financial planning.

I am passionate about helping others navigate their financial journeys, and I look forward to continuing to serve my community with integrity and expertise.

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.

Lee Ann joined the Cunningham King Wealth Management Group after a successful career at BlackRock in Princeton, New Jersey, where she assisted Financial Advisors with investment selection and risk analysis. A native of Louisville, she attended Assumption High School, where she played volleyball and earned a scholarship to Rice University. Lee Ann was a triple-major in Policy Studies, Political Science, and Spanish while earning All-American honors as a varsity athlete. She attended Duke’s Fuqua School of Business, where she earned her master’s degree and competed on the Women’s Rowing team.

She holds the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. Lee Ann also obtained the Certified Investment Management Analyst (CIMA®), the Certified Exit Planning Advisor (CEPA®) and the Accredited Asset Management Specialist (AAMS®) designations. She is a licensed Life and Health Agent in the state of Kentucky and certified in Annuity and Long-Term Care Insurance. 

As the Team Administrator, Kristin plays a key role in helping to ensure a seamless operation of the team's daily activities. With a strong focus on organization, communication, and client service, she supports both advisors and clients by managing schedules, preparing documentation, coordinating meetings and facilitating compliance with firm polices. 

Kristin brings a detail-oriented approach and a commitment to efficiency, helping the team maintain high standards of service and operational excellence. 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.

Kristin joined The Cunningham King Wealth Management Group in September 2004 and has 24 years experiences in the financial services industry. 

She has been married to Sean, for almost 20 years.  Kristin is the proud mother of two teenagers, Chuck and Rachel.

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