Creating a map for your future. Guided by people passionate about the journey.

Lockshield Partners

We named our firm Lockshield Partners for a reason. Locking shields is an ancient military strategy that allows for a much smaller force to defend against a much larger force. It darn near allowed the Vikings, the original special forces, to take over the world.

When the force of life is directed at you, it’s nice to know you have partners standing next to you to lock shields with. It’s the perfect analogy for life. And we believe it’s the perfect name for a Financial Planning firm.

Retirement Planning

Your first paycheck or your last or anywhere in between. Everything from the right asset allocation, the question of to Roth or not to Roth…

College Planning

Do you want to know an estimate of how much you can expect to pay for a 4 year degree at WKU in 15 years – we can help!

Insurance Planning

Not too much, and not too little. We want it to be just right.

Legal

Working with your legal team to make sure you have the right documents in place.

INVEST YOUR TIME

Take the time to make an informed decision on your financial future and who you should entrust in helping you build and direct your financial plan.

Friendly Support

We sit down with you and work together to build a financial plan that identifies where you are right now and what it will take to work toward achieving your goals.

Secure

Your family’s financial security is important to us. Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. 

We believe in the financial planning process.

Why Partner with us?

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where Lockshield Partners comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

Our personal goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.

Lay a foundation for the future

SMARTVESTOR

SmartVestor’s are financial advisors who follow Dave Ramsey’s philosophies and are carefully selected to be a part of the SmartVestor program.   SmartVestor’s are held to a high standard of excellence by Dave Ramsey and his team.  They are committed to educating and empowering their clients and helping them build wealth by investing for the long-term. Dan Klein and Jeremiah Harston, together have served Kentucky as an Endorsed Local Provider with Dave Ramsey for Investments since 2002 and now serve as SmartVestor’s at Lockshield Partners.  

Showcasing God’s glory through your story with life-changing media.

Christian Family Radio

Christian Family Radio is a Christ-centered, Bible-based, non-profit, non-commercial Christian radio station. They have an estimated radiated power of 14,000 watts and an FM frequency of 90.7 megahertz in the Bowling Green area. Additionally  you can listen to us at 89.3 FM in Glasgow (800 watts) and at 91.7 FM in the Owensboro area. Our signal is heard within a 50 to 60 miles of Bowling Green, and is heard in nearly 25 counties in Kentucky and nearly 11 in northern Tennessee. Lockshield Partners is a proud mission sponsor serving your area.

Meet the Lockshield Team

Dan Klein

Senior Partner

Jodi Walden

Operations Manager, Partner

Jeremiah Harston

Financial Advisor, Partner

Clark Hayden

Financial Advisor, Partner
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