Lexington OfficeStaff
Mac Jarboe, Jr., CLU®, ChFC®
Partner & Wealth Management Advisor
Office: 859-219-4306
macjarboe@financialguide.com
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Preparing for the next chapter in life can be a maze of decisions and uncertainties. But fear not, for I bring a unique blend of experience, professionalism, and access to an array of financial solutions to guide you toward your goals with confidence. At the heart of my practice lie two unwavering principles: loyalty and quality. With a keen eye on the evolving financial landscape, I’m dedicated to staying ahead of the curve to provide you with the best possible guidance.
My journey in the world of finance began at Transylvania University, where I earned my Bachelor of Science degree in Accounting. Since then, I’ve accumulated a wealth of expertise, earning prestigious designations like Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from The American College. Throughout my career, accolades from MassMutual have underscored my commitment to excellence. From being recognized as a “Leader’s Conference Qualifier” (2011-2024)* and “Blue Chip Council” (2019-2021)* to achieving top-tier membership status in the Million Dollar Round Table, Top of the Table and Court of the Table.
As a proud native of Central Kentucky, I’m deeply rooted in the community, sharing my expertise as a speaker for esteemed organizations like the Lexington Chamber of Commerce, Baptist Health Systems, and the University of Kentucky. Beyond the boardroom, I find joy and solace in life’s simple pleasures – cooking up a storm in the kitchen, immersing myself in music, staying fit, and cherishing moments with my wife and three daughters.
So, whether you’re gearing up for retirement, planning for your children’s education, or safeguarding your family’s future with insurance solutions, rest assured, you’re in capable hands. With me as your guide, the journey towards financial freedom is not just a destination – it’s an exhilarating adventure.
*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
Greg Bagdasaryan, CEPA®
Partner & Wealth Management Advisor
Office: 859-219-4342
gbagdasaryan@financialguide.com
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Unlocking the door to financial success requires more than just a set of keys; it takes knowledge, dedication, and a relentless pursuit of opportunity. That’s where I come in. With a background rooted in diverse experiences and a commitment to empowering you with the tools needed to navigate the financial world, I’m here to help you achieve your goals.
Constantly adapting to the ever-shifting landscape of finance, I thrive on uncovering hidden gems and steering clients away from common pitfalls. Your needs are my priority, and understanding them is the first step towards crafting personalized strategies tailored to both your present and future aspirations. From planning for major life milestones like retirement or college to safeguarding your family’s future with insurance solutions, I offer a level of attention and expertise that promises to elevate your financial journey to new heights.
Hailing from the bustling streets of Baku, Azerbaijan, and honing my skills at Kuban State University in Russia, my journey eventually led me to the United States in 1997. Since then, I’ve made my mark among MassMutual producers, earning accolades as a Rising Leader* in 2007, 2008, 2010 and 2011, and consistently qualifying for the prestigious Leader’s Conference* (2008, 2009, 2011-2020, 2022, and 2024).
Beyond the boardroom, I find solace in the warmth of family life in Lexington, Kentucky. Whether it’s bonding over a game of soccer, cherishing moments with my wife and three children, or indulging in the culinary delights whipped up by my talented partner, I find joy in the simple pleasures of life.
So, let’s embark on this journey together. With me by your side, your financial future is not just secure—it’s exhilarating.
*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Re-cipients are agents of MassMutual.
Megan Howard
Client Experience Director
Office: 859-219-4337
meganhoward@financialguide.com
Stephanie Dare
Client Services Specialist
Office: (859) 219-4339
sdare@financialguide.com
Holly Flynn
Team Operations Leader
Office: 859-219-4322
hflynn@financialguide.com