A plan for today, tomorrow and generations to come

Working Together

We provide comprehensive wealth management services to clients, using strategies developed according to their individual needs and goals.

We believe that financial success is driven by the ability to understand how decisions we make impact the overall objectives, and our advice is customized based on the desired outcome for each client.

team photo

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Wendy

    Wendy Kester

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Connecting wealth with purpose and meaning is the ultimate financial success story.

    Wendy has a natural curiosity of life and genuine interest in people. With nearly 30 years of experience in helping clients manage their financial resources, she most enjoys transforming a complex and challenging problem into a simple and streamlined solution. Prior to joining UBS, Wendy was Vice President and Director of Investments at a local bank in KY, where she managed investment assets and served as Principal of the LPL Financial office. She enjoys being active in the community and believes that the most rewarding investment we can make is in building strong relationships with those around us.

    • Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

        5120 Village Square Drive
        Paducah, KY 42001
        wendy.kester@ubs.com
        Wendy Kester
        5120 Village Square Drive,Paducah,KY,42001
      • Jordan

        Jordan Windhorst

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • IA
        • ID
        • IL
        • IN
        • KS
        • KY
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • RI
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WV
        • WY

        Jordan has a passion for building relationships with clients and helping them reach their financial goals. He enjoys creating financial plans that are customized for the unique needs of each client and their families. 

        He attended Murray State University majoring in Finance/Financial Planning. He holds his Series 7 and 66 licenses along with his Life Insurance license. Prior to joining UBS, Jordan was a Financial Advisor with Stifel.

        Jordan currently lives in Metropolis, Illinois, with his wife, Emily, and their dog, Brooks. They enjoy spending time with family and friends, traveling, and being outdoors. He especially enjoys playing golf and pickleball.

              5120 Village Square Drive
              Paducah, KY 42001
              jordan.windhorst@ubs.com
              Jordan Windhorst
              5120 Village Square Drive,Paducah,KY,42001
            • Caleb

              Caleb Parker

              Client Associate

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                A commitment to excellent client service

                As a Client Service Associate, Caleb works with clients to ensure each receives the best service experience possible. He has a collaborative attitude and a quick and witty sense of humor, so talking with him will always brighten your day.

                Raised in Metropolis Illinois, Caleb attended the University of Louisville majoring in Finance. After graduating university, Caleb worked for some time with Fifth Third Bank in Louisville. Caleb joined UBS in May of 2022 and is finishing his certifications to be fully licensed.

                Outside of work you can find Caleb spending time with his wife, 3 dogs, and friends. Enjoys golf, traveling and sports.

                      5120 Village Square Drive
                      Paducah, KY 42001
                      caleb.parker@ubs.com
                      Caleb Parker
                      5120 Village Square Drive,Paducah,KY,42001
                    • Austin

                      Austin Allen

                      Client Associate

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                        Austin moved to Murray, KY from his hometown of Bowling Green in 2016 to pursue a degree in Finance/Financial Planning at Murray State University. After graduating, Austin began his career at Community Financial Services Bank, where he worked closely with community members to ensure seamless, efficient experiences. Austin takes pride in building meaningful relationships and helping clients achieve their financial goals. Now living in Paducah, Austin is excited to continue serving the community at UBS, where he strives to provide personalized comprehensive guidance to each client. Outside of work, you can find Austin on the golf course or watching sports.

                         

                              5120 Village Square Drive
                              Paducah, KY 42001
                              austin.allen@ubs.com
                              Austin Allen
                              5120 Village Square Drive,Paducah,KY,42001
                            • amber-barnett

                              Amber Barnett

                              Client Associate

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                                      5120 Village Square Drive
                                      Suite D
                                      Paducah, KY 42001
                                      Amber Barnett
                                      5120 Village Square Drive,Paducah,KY,42001
                                    • Lisa

                                      Tina Williams

                                      Authorized Officer

                                      Senior Wealth Strategy Associate

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                                      • AL
                                      • AR
                                      • CA
                                      • CO
                                      • FL
                                      • IL
                                      • IN
                                      • KY
                                      • MA
                                      • MI
                                      • MN
                                      • MO
                                      • MS
                                      • NC
                                      • NY
                                      • OH
                                      • PA
                                      • SC
                                      • TN
                                      • TX
                                      • UT
                                      • VA
                                      • WA
                                      • WI
                                      • WY

                                      It's about focus.

                                      Tina serves as the Authorized Officer and Senior Wealth Strategy Associate for the team. With a longstanding career in the financial industry, she has worked in areas ranging from trust and estate administration to financial planning. In her current position, she has grown to focus on supporting the team's advisors by providing behind the scenes logistics, such as: coordinating team processes, providing investment analytics and conducting portfolio reviews. This allows her to support the team and provide the highest quality service to clients.

                                       “I am passionate about getting the research and analysis right so we are providing the best investment advice possible for our clients.”

                                            500 N Hurstbourne Pkwy
                                            Suite 300
                                            Louisville, KY 40222
                                            tina.williams@ubs.com
                                            Tina Williams
                                            500 N Hurstbourne Pkwy,Louisville,KY,40222
                                          • Cathy Godfrey

                                            Catherine Godfrey

                                            Authorized Officer

                                            Senior Wealth Strategy Associate

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                                            • FL
                                            • MA

                                            Cathy started her career in wealth management in 1997 with Raymond James.  She transitioned to Morgan Stanley in 2001 and joined UBS in 2014.  Cathy has a passion for holistic insurance solutions as they pertain to estate, legacy and business planning.  Her consultative and educational approach guides clients through decisions around life, disability and long term care insurance. She works closely with clients to help them plan for where they are in life now, and where they want to be. 

                                                  1099 Hingham Street
                                                  3rd Floor
                                                  Rockland, MA 02370
                                                  catherine.godfrey@ubs.com
                                                  Catherine Godfrey
                                                  1099 Hingham Street,Rockland,MA,02370

                                                Defining your priorities. Pursuing what matters.

                                                Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                                                Three generations in apple orchard

                                                Turn possibilities into a plan

                                                House View Monthly

                                                Mountain climbers on peak at sunrise

                                                A leading global wealth manager

                                                UBS Year Ahead 2025

                                                Roaring 20s: The next stage

                                                Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.

                                                A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.

                                                Read the report

                                                A leader in wealth management

                                                Backed by the strength of our parent company, UBS AG

                                                $6 trn

                                                UBS Group invested assets
                                                As of 12/31/2024

                                                51 countries

                                                Our global footprint

                                                Global leader

                                                UBS is a leading and truly global wealth manager

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