Jilian Fohr

With six years in the financial industry, I've had the privilege of witnessing the growth of financial health among my clients and building meaningful relationships. I hold a Bachelor of Arts in Mathematics (University of Louisville, 2007) and an MBA (University of Louisville, 2011). I earned my Series 7 and Series 66 licenses in 2019.

In 2010, I embarked on an entrepreneurial journey by starting Cuddle Clones, LLC, which was successfully sold in 2021. This experience fueled my passion for finance and the excitement of nurturing the growth of companies. It was a transformative chapter that deepened my commitment to financial planning.

My focus is on financial planning for multiple generations. I have the pleasure of working with clients at various life stages—from those enjoying their retirement income to individuals just beginning their financial journey. I also manage the finances of minors who have received significant legal settlements. Regardless of age or income level, every client receives personalized care and attention.

Born in Denver, Colorado, I've spent most of my life in Louisville, Kentucky. My childhood memories of the Rocky Mountains inspire my love for the outdoors, including hiking, kayaking, and sports. My husband, Daryl, and our three daughters, Peyton, Tenley, and Reese, are my world. Balancing work and family is crucial to me, and I strive to set an example for my children by being present for all their important moments while working hard.

I'm passionate about sports, coaching girls' softball, and playing recreational volleyball. Whether I'm at the lake or enjoying a quiet evening with a book, time with family and friends is my paradise. I also dedicate my extra time to community organizations like South Oldham Little League, South Oldham Lady Sluggers, Northeast Christian Church, and AdoptMe Bluegrass, which allow me to give back to the community I love.

Getting to know my clients and understanding their goals is at the heart of what I do. I'm a friendly, relatable person, and I believe that connection is why clients trust me with their life savings. Together, we work to achieve their dreams and secure their financial future.