Meet the advisors

Financial Planning for the 21st Century

Dedicated to serving you.


David E. Smyth

David E. Smyth is a Senior Partner of Family Financial Partners, Inc. – a financial services firm and managing partner of Family Financial Holdings, LLC. – a real estate investment partnership. Through these affiliated companies, David and his management team provide financial solutions and investment services to clients located in seventeen states.

David holds a bachelor’s in Media Communications from Asbury University in Wilmore, Kentucky. He began his career in financial services in 1998 with Capital Advisors Group. Later, he joined Interactive Planning Corp., and then joined IPC Financial as a partner in 2003. In 2005, he founded Family Financial Partners.

A Seattle, Washington native, David spends most of his free time with his sons, Gates, Ridley and Michael. He enjoys traveling and can often be found at the beach in St. Augustine, Florida.

Through the Family Financial Foundation, which he and fellow Senior Partner Alex Roig founded in 2010, David is actively involved in supporting many local charities. The Foundation supports organizations that help Kentucky families, including LexCare, Lexington Dream Factory, Christian Appalachian Project and Jarrett's Joy Cart. 

In addition, David serves on the Bequest and Planned Giving Council at his alma mater, Asbury University, and sits on the Lexington Medical Society Foundation Board. He is also an active member of the Rotary Club of Lexington, and attends Southland Christian Church.

David resides in Lexington, Kentucky. 

Alexander M. Roig | Senior Partner, Family Financial Partners Lexington, Kentucky

Alexander M. Roig

Alexander M. Roig is a Senior Partner of Family Financial Partners, Inc. – a financial services firm.

Alex holds a bachelor’s in Business with a Financial emphasis from Transylvania University in Lexington, Kentucky. He began his career in financial services in 2002 with Capital Advisors Group. Later, he joined Interactive Planning Corp., and then joined IPC Financial as a junior partner in 2003.

Alex, a Hawesville, Kentucky native, and his wife, Jamie, a Lawrenceburg, Kentucky native and Fayette County School Psychologist, enjoy spending summer weekends traveling to the area’s various lakes and also have a love of food and fine wines. Every winter, the Roigs join an ever-growing group of family, friends and clients who escape the Kentucky winter and celebrate the new year by taking a cruise.

Alex is actively involved with the Bluegrass Sportsmen’s League, the Pi Kappa Alpha Alumni Board, and the Family Financial Foundation. Alex also volunteers on the organizational board of the Sporting Clays Classic which benefits the Blue Grass Council of the Boy Scouts of America.

Alex, Jamie, their sons Carter and Andrew, and their dogs Amiga (who only answers to “Miggy”) and Rocky live in Lexington, Kentucky.


Brandon Schleter

Brandon Schleter is a Wealth Advisor with Family Financial Partners Inc. – a financial services firm.

Brandon holds a bachelor's degree in Biology from the University of Kentucky. He started on his career path in the financial industry at an investment firm, where he gained valuable experience working with client accounts. Brandon became a licensed representative in 2014 and joined Family Financial Partners in 2015.

Brandon is a native of Somerset, Kentucky. He enjoys reading and learning, playing bass with his band, historic cars, and participating in an array of sports. He can often be found taking his Great Dane, Chandler, on walks and hikes.

Brandon is a volunteer at the YMCA youth program, North Limestone CDC, and Great Dane Rescue, and a member of the Everplay Sports & Social Club, National Eagle Scout Association, and Bluegrass Cycling Club. He lives in Lexington, Kentucky. 


Jeff Garstka

Jeff Garstka is an Investment Representative with Family Financial Partners Inc., a financial services firm.

Originally from Chicago, Jeff received his undergraduate and master's degrees from Roosevelt University. He worked as a public accountant for 13 years with a Fortune 500 company.

Jeff started his CPA practice in 1983, and maintains that company today. He has also served as an adjunct professor of accounting, tax and finance at Transylvania University, Asbury University and Georgetown College.

Jeff and his wife, Josette, a yoga teacher, reside in Lexington, Kentucky. They have three children and five grandchildren. In his spare time, Jeff can often be found outdoors fishing, kayaking, hiking and camping. 


Kyrk Davis

Kyrk Davis is a Wealth Advisor and Operations Associate at Family Financial Partners, Inc. – a financial services firm.

Kyrk holds a bachelor’s degree in Accounting from the university of the Cumberlands in Williamsburg, Kentucky. He started his career working as a teller for BB&T Bank and an accountant for Anderson Communities, a real estate company.

Kyrk hails from Florence, Kentucky, and also spent time in London (Kentucky, not England!) before moving to Richmond in 2016.

In his free time, Kyrk enjoys anything outdoors, especially mountain biking and backpacking in the Smoky Mountains. He has served in the National Guard for six years, and attends Mount Carmel Christian Church in Laurel County.

Kyrk and his wife, Hannah, who works at First Trust Bank, live in Richmond with their cats, Stormy and Oats. 


Matthew Roth

Matthew Roth is an Investment Representative with Family Financial Partners, Inc. – a financial services firm.

Matt holds bachelor’s degrees in business and Spanish from Transylvania University. He started his financial career at AG Edwards/Wachovia/Wells Fargo, before starting his own insurance firm. While in the insurance business, Matt also offered other financial services to his clients.

Originally from Somerset, Kentucky, Matt loves all UK sports, and is a fan of the Green Bay Packers and the Detroit Red Wings. His love of hockey began when he watched “The Mighty Ducks” as a child.

In his spare time, Matt enjoys running, cooking, bad ‘80s music, and most of all, spending time with his two-and-a-half-year-old son, Carter. He lives in Lexington.