Kay Lynn Mayhue, CFP®, AEP®, RFC®

Kay Lynn Mayhue, CFP®, AEP®, RFC®, has significant experience in the financial services industry. Kay Lynn started their career in 1998 as the President of Merit Financial Advisors, a comprehensive financial services firm that focuses on helping individuals in and approaching retirement to achieve their financial goals. At Merit, Kay Lynn led a team of 200+ professionals and provided education and guidance to clients for making prudent decisions and implementing effective strategies for the protection and preservation of wealth.

During their tenure at Merit, the company received several awards and accolades, including being recognized as the Best Places to Work for Financial Advisors by InvestmentNews for multiple years, being listed as Forbes Best-in-State Wealth Advisors, Forbes Top Women Wealth Advisors, and Barron's Top Private Wealth Management Teams, as well as being included in the Forbes Top 250 Wealth Advisors. Kay Lynn's role as President at Merit lasted until the present.

Prior to their current position, Kay Lynn served as President and Partner at Botsford Financial Group from December 1998 to October 2017. While at Botsford Financial Group, they operated as an investment adviser and provided securities through LPL Financial. Kay Lynn also offered investment advice through Merit Financial Group, LLC, an SEC registered investment adviser.

Overall, Kay Lynn Mayhue has demonstrated expertise and leadership in the financial services industry and has a strong track record in helping clients achieve their financial goals.

Kay Lynn Mayhue, CFP®, AEP®, RFC®, earned a Bachelor of Arts degree in Finance - Financial Planning from the University of North Texas, where they studied from 1994 to 1998.