TC Falkner, CFP®

Partner

TC knows it is important for clients to have a good financial partner in their corner. One who provides encouragement and advice, who knows them and their most important goals – whether it’s buying a new home, investing for retirement or donating to their favorite charity. When he is not busy talking to clients, TC devotes his time to research meetings, onboarding new clients and executing trades. He also leads the research and development of the team’s mutual fund and stock portfolios.

Not all financial advisors are created equal. TC strives to be one of the best young advisors in the industry. In 2021, he passed the rigorous exam to achieve the CFP® certification, one of the most respected financial planning credentials, as well as the recognized standard of excellence in personal financial planning.

When Legacy Financial Independent Advisors was formed in January 2023, TC moved with the team from First Kentucky Securities. Previously, he was a Private Wealth Advisor as well as Planning & Investment Associate. 

TC graduated with high honors from the University of Louisville and holds a BSBA in Finance and a Bachelor of Science degree in Business Economics. He is a member of the Financial Planning Association, Kingdom Advisors, and Southeast Christian Church. 

TC lives in Louisville with his wife, Rebekah, their daughter, MJ. In his free time, he enjoys mountain biking, golfing, traveling, evening walks, and spending time with his family. 

TC can be reached at (502) 873-0526 or via email.

Read TC's articles on The Use of Index Funds, why Tax Planning is Vital for 2024, and Asset Lo-cation to Optimize After-Tax Returns, and Start Saving Early for Education.