Who we are

About Our Financial Planning Company in Lexington, KY and the U.S. Virgin Islands

Seals Financial Is Dedicated to Your Growth

As a fee-only fiduciary financial advisor, I believe in maintaining a positive mindset, building purposeful partnerships, and focusing on meaningful results. My goal is to help you set clear, achievable objectives and implement strategies that make reaching retirement as smooth and timely as possible—because the earlier you start planning, the greater your peace of mind.

Our Philosophy

Imagine our team is your private pilot. We often compare financial planning to flying. When planning a trip, you first choose your destination, your retirement. Next, you select your flight, the advisor who will help you get there.

Would you rather have an advisor who only steps in near the end of your journey, or one who’s in the cockpit with you from takeoff to landing? Most people prefer a pilot by their side for the entire flight—and that’s exactly how we approach financial planning.

Our role as your financial “pilot” is to help you reach your destination as efficiently and safely as possible. Along the way, we may encounter turbulence or changing conditions, but our job is to navigate around those challenges and keep your financial journey as smooth and steady as possible.

Owner & Advisor

Steve Seals

Steve Seals is owner of Seals Financial Planning & Investments VI, LLC, a financial planning services firm based in Lexington, KY and the U.S. Virgin Islands, a DBA of Keystone Financial Group, LLC. With about two decades of experience of experience in the investment and insurance industries, Steve’s firm is founded on getting to know each client personally, allowing him to provide sound financial advice throughout their career and into retirement. With the mission of guiding clients on the path to success, Steve is fueled by his commitment to excellence and goes the extra mile to make sure clients are fully satisfied. He believes in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes.

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Born in Jenkins, Kentucky, Steve grew up with a love for basketball and serving his community. After high school, he served nine years in the United States Marine Corps, then earned a bachelor’s degree in accounting. He was eventually able to put his degree and desire to help others to work as a fiduciary financial planner. Prior to founding his own firm in 2014, Steve learned from working with Edward Jones, US Bank, the University of Kentucky Federal Credit Union, and CUSO Financial. He also received his Security Series 63 and 65/66 through Keystone Financial Group, LLC, and holds various life, health, and variable insurance licenses.

Steve divides his time between Lexington, KY, and the U.S. Virgin Islands. In the U.S. Virgin Islands, he has partnered with the University of the Virgin Islands Research and Technology Park to help develop a highly skilled, financially savvy, and globally competitive workforce in the USVI. The goal of this partnership is to actively engage with the local community by providing financial education seminars to high school and college students as well as faculty and staff members. By fostering financial literacy, Steve believes they can help create a population that is well prepared and capable of driving the economic progress of the U.S. Virgin Islands.

Steve and his wife, Angie, have three daughters (Lauren, Peyton, and Ashton) and two grandsons (Kenyon and Kai). Steve holds a private pilot’s license, and the family enjoys sports, spending time at the lake, and traveling.

CFP & Advisor

Jack Roberts

Jack Roberts is a financial advisor at Seals Financial Planning & Investments VI, LLC, a financial planning services firm based in Lexington, KY and the U.S. Virgin Islands. Since becoming an advisor in June 2023, Jack has embraced his passion for problem-solving and helping people pursue their financial goals. Inspired by his experiences growing up and witnessing the impact that financial stress can have on families, he realized how powerful financial planning can be in changing lives for the better.

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Born in Jenkins, Kentucky, Steve grew up with a love for basketball and serving his community. After high school, he served nine years in the United States Marine Corps, then earned a bachelor’s degree in accounting. He was eventually able to put his degree and desire to help others to work as a fiduciary financial planner. Prior to founding his own firm in 2014, Steve learned from working with Edward Jones, US Bank, the University of Kentucky Federal Credit Union, and CUSO Financial. He also received his Security Series 63 and 65/66 through Keystone Financial Group, LLC, and holds various life, health, and variable insurance licenses.

Steve divides his time between Lexington, KY, and the U.S. Virgin Islands. In the U.S. Virgin Islands, he has partnered with the University of the Virgin Islands Research and Technology Park to help develop a highly skilled, financially savvy, and globally competitive workforce in the USVI. The goal of this partnership is to actively engage with the local community by providing financial education seminars to high school and college students as well as faculty and staff members. By fostering financial literacy, Steve believes they can help create a population that is well prepared and capable of driving the economic progress of the U.S. Virgin Islands.

Steve and his wife, Angie, have three daughters (Lauren, Peyton, and Ashton) and two grandsons (Kenyon, Kai, and Kace). Steve holds a private pilot’s license, and the family enjoys sports, spending time at the lake, and traveling.

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He is committed to partnering with clients to navigate their financial journeys with confidence and clarity. Jack genuinely enjoys getting to know each client on a personal level, believing that financial planning is more than just numbers, it’s about understanding their unique stories and aspirations. By building strong personal connections, he creates financial plans that align with clients’ goals while providing objective guidance to help them make sound decisions without emotions interfering.

Jack earned his degree in finance with a concentration in personal financial planning from Western Kentucky University. His love for the constantly evolving nature of the financial industry keeps him engaged and continuously learning, fueling his passion for the work he does every day. Outside of the office, he enjoys playing golf, going to the lake with friends and family, watching college basketball, and traveling.

Administrative Assistant

Suzanne Springate

Suzanne Springate serves as the Administrative Assistant for Seals Financial Planning & Investments VI, LLC. Prior to working with Steve Seals, Suzanne earned a Doctorate in Nursing Practice with an emphasis on Executive Leadership. Suzanne’s career included roles in nursing management, hospital operations administration, and she led the Office of Service Excellence for the UKHealthCare enterprise for several years. She has published articles related to patient advisory groups, how patients perceive physician competency, and responsible consumer healthcare marketing.

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With a background in leadership and process improvement, Suzanne brings to our practice a commitment to client satisfaction and understanding. Her main goal is to ensure clients are comfortable and confident when choosing to work with us.
Suzanne first met Steve when he was the financial advisor for the University of Kentucky Federal Credit Union. Steve inspired confidence by explaining her retirement portfolio and investment options in an understandable and relatable way. She immediately transferred her investment portfolio to Steve and signed on to have him manage her UK retirement account as well. When Suzanne was considering a career change in 2016, she and Steve began a business collaboration which has proven to be an outstanding partnership.

A native Kentuckian, Suzanne spends time in both Kentucky and Illinois. Her adult children, Hunter and Tracy, and daughter-in-law Caitlin, live in the Chicagoland area along with her three grandchildren, John, Martin, and Caroline.

Administrative Assistant

Ashton Wyatt

Ashton Wyatt is an Administrative Assistant at Seals Financial Planning & Investments VI, LLC, a financial planning services firm based in Lexington, KY and the U.S. Virgin Islands. Ashton joined the firm in 2025, bringing strong communication skills, organizational talent, and a genuine passion for supporting both clients and advisors. Her interest in the financial services industry began at an early age, inspired by her father, Steve, the owner of the firm.

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With a background in leadership and process improvement, Suzanne brings to our practice a commitment to client satisfaction and understanding. Her main goal is to ensure clients are comfortable and confident when choosing to work with us.

Suzanne first met Steve when he was the financial advisor for the University of Kentucky Federal Credit Union. Steve inspired confidence by explaining her retirement portfolio and investment options in an understandable and relatable way. She immediately transferred her investment portfolio to Steve and signed on to have him manage her UK retirement account as well. When Suzanne was considering a career change in 2016, she and Steve began a business collaboration which has proven to be an outstanding partnership.

A native Kentuckian, Suzanne spends time in both Kentucky and Illinois. Her adult children, Hunter and Tracy, and daughter-in-law Caitlin, live in the Chicagoland area along with her three grandchildren, John, Martin, and Caroline.

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Growing up, Ashton witnessed firsthand the impact he had on clients’ lives: helping them make wise financial decisions, reduce stress, and build better futures. Watching those moments sparked her deep appreciation for the value of financial planning and the meaningful relationships built along the way.

Now, as part of the Seals Financial team, Ashton is committed to creating a smooth, welcoming experience for every client. She takes pride in her ability to manage complex schedules, coordinate with the advisory team, and keep things running efficiently behind the scenes, all with a positive attitude and attention to detail.

Ashton earned her double major in Corporate & Organizational Communication and Advertising from Western Kentucky University in May 2025. While at WKU, she was an active member of Alpha Delta Pi at the Epsilon Delta chapter. Prior to college, Ashton played soccer and ran track at West Jessamine High School, where she helped lead her teams to back-to-back state championships. Experiences that shaped her strong work ethic, discipline, and love for collaboration.

Outside of work, Ashton enjoys reading, going to concerts, spending time at the beach, and making memories with her family and friends.

Associate Financial Advisor

Mexico Hayden

Mexico Hayden is a Financial Advisor Associate at Seals Financial Planning & Investments VI, LLC, a financial planning services firm based in Lexington, KY and the U.S. Virgin Islands. He believes that experience creates perspective and that the best decisions are built through real-world knowledge. Throughout his career, he has developed a diverse professional background that has shaped his leadership, strategic thinking, and disciplined approach to business and investing.
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His journey includes more than 20 years in the financial services industry, experience working in automotive manufacturing while attending college, and over a decade of successfully owning and operating his own construction company. Each of these experiences has provided valuable insight into financial management, business operations, and long-term planning. As he continues expanding his work in investing, he brings together financial expertise, entrepreneurial experience, and a commitment to helping create lasting value through thoughtful, long-term strategies.

He enjoys working with individuals and families to help them navigate financial decisions with confidence. Drawing from both his professional experience and business ownership, he understands the importance of building trust, creating personalized strategies, and maintaining a disciplined approach to achieving long-term financial goals. His diverse background allows him to connect with clients from many walks of life while providing practical guidance grounded in real-world experience.

Outside of the office, he enjoys spending time with his family, traveling globally, and playing golf with friends. He values the balance between work and personal life and believes that the relationships built both professionally and personally are among life’s greatest rewards.

Administrative Assistant

Amy Steinkuhl

Amy joined Seals Financial Planning and Investments full-time in January 2026 as the Client Relationship Director. She plays a key role in creating a smooth, welcoming experience for every client while supporting day-to-day operations by managing calendars and coordinating closely with the advisory team to keep everything running seamlessly behind the scenes.

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Before joining Seals Financial, Amy spent more than 26 years with the Kentucky Cancer
Program at the University of Kentucky. Throughout her career, she served communities across
central Kentucky and the entire state, focusing on cancer education, screenings, and survivorship programs. Amy brings extensive experience in customer service and event planning, along with a deep commitment to compassionate, responsive, and person-centered engagement. Her strong
communication and interpersonal skills helped build trust within the community and ensured
programs were accessible, respectful, and effective.

Outside of work, Amy enjoys making memories with her husband, Andy, their daughter Alleyse
(23), their son Aedan (21), and their two sweet pups. In her free time, she loves cooking, reading, hiking, and traveling.

Amy’s Contact information:
Email: amy.steinkuhl@keystoneky.com
My RepChat number: 1-859-334-1304

Associate Financial Advisor

Rex Yantz

Rex Nolan Yantz is a Financial Advisor Associate at Seals Financial Planning & Investments VI, LLC, a financial planning services firm based in Lexington, KY and the U.S. Virgin Islands. Rex officially joined the firm in May 2026 after serving as an intern beginning in the summer of 2025. He brings a strong work ethic, a passion for problem-solving, and a genuine commitment to building meaningful relationships with clients.
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Rex has always been drawn to careers centered around helping others. While his internship at Seals Financial introduced him to the technical side of financial planning and the impact it can have on people’s lives, it was the firm’s client-centered approach that solidified his desire to pursue the profession. Inspired by the way Steve Seals serves not only as a trusted advisor but also as a friend to his clients, Rex developed a deep appreciation for the personal relationships that are at the heart of successful financial planning.

As a Financial Advisor Associate, Rex enjoys helping clients pursue their financial goals while building meaningful, lasting relationships along the way. He takes pride in finding solutions, providing support, and serving as a trusted resource for individuals and families as they work toward their financial future. His dedication to serving others and building lasting relationships is at the core of everything he does.

Rex graduated from Transylvania University in May 2026 with a degree in Accounting. During his time at Transylvania, he was a member of the men’s soccer team, serving as a goalkeeper throughout his four-year collegiate career. Prior to college, Rex played soccer at West Jessamine Middle School and West Jessamine High School, while also competing for the Louisville City FC Academy. His years in athletics helped develop the discipline, perseverance, teamwork, and leadership skills that continue to guide him professionally.

Outside of work, Rex enjoys spending time with family and friends and staying connected to the people who matter most to him.

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