Meet The Team

TOM DUPREE

Thomas P. Dupree, Jr., is an investment advisor representative with over 39 years of experience in the business. Tom spent 18 years with a major financial services company and served as portfolio manager for a Lexington-based mutual fund. Tom founded Dupree Financial Group in 2003 in order to provide fee-based investment advice to individuals and families of those preparing for retirement and already in retirement. His primary purpose is to provide excellent service and unbiased financial advice to these folks based on thorough research and tenacious fact-gathering. Tom promotes his ideas about investing and other issues on a weekly radio program. He graduated from the University of the South, Sewanee, Tennessee in 1978.

ELIZABETH HOST DUPREE

Elizabeth oversees the marketing and social media for Dupree Financial Group. Tom and Elizabeth founded Dupree Financial Group in 2003. Early in her career, Elizabeth worked in radio and television in the newsroom and in sales. She also worked in college sports marketing through her family’s company, Host Communications. Having grown up in the real estate business, Elizabeth has had a real estate license and been a member of the Lexington(KY) Board of Realtors for over 30 years. Tom and Elizabeth have 2 adult sons.

MIKE JOHNSON, CFP®

Mike Johnson is a CERTIFIED FINANCIAL PLANNER™ professional who has been with Dupree Financial since 2006. He works in all facets of the advisory relationships of Dupree Financial Group. Of particular interest to Mike is matching investors with specific securities allocations that best meet their needs. Mike relies on our research team for new investment opportunities for Dupree’s investors as well as following our clients’ current investments. Mike graduated from the University of Kentucky with a degree in finance in 2006.

MARGARET GRIDER

Margaret Grider is the office manager for Dupree Financial Group. She handles many details of investor relationships. In many cases, Margaret is the first and sometimes the only person you may speak with on a phone call to our company, and has an uncanny knack for finding the exact information you might need at any given time. Margaret is a fifteen-year veteran of the investment business.

Missy Clifton

Missy Clifton joined Dupree Financial Group in September of 2021. Her 30 years of research, sales, and marketing career with companies including GE Capital and Pfizer Pharmaceuticals will serve clients well. Most recently she managed the marketing efforts for Architectural Kitchens & Baths, LLC. Missy is a University of Kentucky graduate (Political Science), a former licensed insurance agent in 10 states, and has served on multiple philanthropic boards. She is a published writer and photographer. Her work has been featured in multiple magazines. Serving Dupree Financial Group clients to realize their retirement goals is her goal.

Chad Sturgill, CFA®

Senior Portfolio Manager, Dupree Financial Group

Chad Sturgill is a Senior Portfolio Manager for Dupree Financial Group. He has worked in the investment business for more than 23 years. Mr. Sturgill is involved with the development of the firm’s investment strategies and policies. He leads the investment research and selection process. Prior to joining Dupree Financial Group, Mr. Sturgill worked as a Senior Portfolio Manager for Unified Trust Company and as a Trust Officer and Portfolio Manager for Community Trust and Investment Company.

Mr. Sturgill received his BA in Political Science from Duke University. He was awarded the Chartered Financial Analyst® charter in 2009. He is a member of the CFA® Society of Louisville.

Adarsh Mashru

Adarsh Mashru is involved with all aspects of the investment research process at Dupree Financial Group. His research focus includes individual securities, funds and macroeconomic data. Adarsh holds a bachelor’s degree in Finance from the Gatton School of Business and a master’s degree in International Commerce from the Patterson School of Diplomacy at the University of Kentucky.