Concurrent Extends Kentucky Footprint

Editorial Staff

19 January 2021

Concurrent, a partnership of advisors affiliated with Raymond James Financial Services, has appointed two teams in Kentucky.

The teams are located in Owensboro and Benton. Together, they add more than $346 million in assets under management to the total of Concurrent’s growing network of advisors.

Tracy Thacker, head of Thacker Wealth and Retirement, and his team comprising Tammy Duncan, Penney Brooks, and Debra Thacker are joining the Concurrent network. They were formerly with Edward Jones and hold $259 million in assets under management. Thacker is a native of Owensboro with more than three decades of experience in retirement, estate and financial planning, as well as portfolio and risk management.

Richard Hendrickson, welcomes Kayla Jo Teckenbrock and Jackie Rainey to his Concurrent network firm, Hendrickson Wealth and Retirement. This new team brings in an additional $87 million in assets under management to this Benton-based firm.

Hendrickson, who joined Concurrent in 2018, was also previously with Edward Jones. His firm currently has an approximate total of $265 million in assets under management.

Concurrent has four advisors in two Kentucky offices with a total of $543 of assets under management in the Bluegrass State. Concurrent has advisors in 49 offices around the US and more than $9.8 billion in assets under management. The firm was founded in 2016.