Years ago, we created a role that is unique to our industry, the financial advocate. This role was birthed after Shawn read an article about a cancer clinic in California. The idea was someone to walk with you through the whole process.
Your financial advocate works alongside your Financial Advisor to review your accounts, formulate meeting agendas, and prepare for each client review meeting. Your Financial Advocate also manages any follow up, provides you with a detailed meeting summary, oversees implementation of any recommendations, and coordinates strategies with your CPA and attorney as needed. Your financial advocate serves as your dedicated point of contact within our team. The advocate is there for you, not the advisor.
Jacqueline H. Keltner,
CFP®, CPWA®
CFP®, CPWA®
Assistant Vice President | Branch Administrative Supervisor
Jacqueline Keltner serves as Branch Administrative Supervisor and has been a key member of The Perry Group since 2014. With a strong background in financial planning and wealth management, Jacqueline stands out for her ability to build genuine, lasting relationships with clients and colleagues alike.
A Bowling Green native, Jacqueline earned her bachelor’s degree in finance and a Certificate in Financial Planning from Western Kentucky University. Prior to joining the team, she gained valuable experience in client service and operations through roles in banking and financial planning, which helped shape her practical, people-first approach to the wealth management experience.
Today, Jacqueline serves as a financial advocate for clients of The Perry Group, ensuring each interaction is marked by professionalism, empathy, and attention to detail. She also oversees the management of the service team, fostering a collaborative and client-centered culture.
Actively engaged in the community, Jacqueline has been a board member of the South Central Kentucky Chapter of the American Red Cross since 2015 and serves in the children’s ministry at her church. In her free time, she enjoys traveling, Pilates, and being on the go with her husband and two busy daughters.
Maddy Jones
Client Assistant
Maddy joined The Perry Group full-time in 2025 after beginning her career with the team as an intern. In her role as Client Assistant, Maddy is passionate about building strong relationships and creating a welcoming, supportive experience for every client. She serves as a dedicated financial advocate, ensuring clients feel heard, understood, and cared for in their financial journey.
She holds a bachelor’s degree in personal financial planning from Western Kentucky University. During her time at WKU, she cultivated a deep understanding of financial strategies, client relationship management, and ethical planning practices. Her academic background, combined with her hands-on experience, equips her to approach each day with care and attention to detail. Maddy enjoys being part of a collaborative team and contributing wherever she can to help things run smoothly. She is always looking for ways to support both clients and colleagues in a thoughtful way.
Outside of the office, Maddy enjoys spending time with her family and friends, reading, going on walks, playing pickleball, and exploring new places through travel.
Mitchell Harralson
Associate Financial Advisor
Mitchell is an Associate Financial Advisor at The Perry Group, passionate about helping individuals and families gain confidence and clarity in their financial futures. He joined the industry in 2023 and is driven by a genuine desire to serve others, build meaningful relationships, and create lasting impact in the lives of his clients.
Mitchell grew up in Princeton, Kentucky before moving to Bowling Green shortly after graduation. Before earning his Bachelor’s Degree in Finance from Murray State University in 2022, Mitchell played football at Western Kentucky University - an experience that strengthened his work ethic, discipline, and commitment to teamwork, qualities he applies daily in his financial advising career.
Faith and family are at the center of Mitchell’s life. Outside the office, he treasures time with his fiancée, Annee, and family. He enjoys cheering on the Kentucky Wildcats, spending time outdoors, and trying something new on the grill. Mitchell is an active Board Member of the Kiwanis Club of Bowling Green, where he donates his time and resources to help better the lives of children in the region. These passions keep him grounded and reflect the enthusiasm and care he brings to his clients and community.
Stewardship
The spirit of stewardship—the careful and responsible management of your entire financial picture, entrusted to our care—is what drives our Financial Advocacy Network™ and The Perry Group as a whole. It is our hope that you see and feel this care each time you connect with our team.
Standard of Care
As your Financial Advocate, we are committed to managing your personalized Standard of Care checklist. This comprehensive approach ensures that every aspect of your financial well-being is carefully addressed. Through regular, in-depth conversations on topics such as planning for a child’s education or supporting aging loved ones, our goal is to help you stay prepared for life’s challenges and opportunities at every stage.
Life Events
We realize that with even the most thorough planning life can change in the blink of an eye. Through any major Life Event—marriage, a new baby, divorce, the loss of your spouse—your Financial Advisor and Financial Advocate will be at the ready with thoughtful insights and helpful tools. You will also have access to the expertise and experience of our entire team of financial professionals. We will be with you every step of the way.