About McFarland Chase Group

At McFarland Chase Group, our mission is to build long-term relationships with our clients by providing exceptional service, personalized financial solutions, and a foundation of trust. We believe that understanding each client’s unique financial journey is key to delivering the most effective strategies for wealth management. Our team takes the time to listen, ensuring that every solution we craft is tailored to individual goals, needs, and aspirations.

We are committed to helping our clients manage their wealth with confidence, guiding them through the complexities of financial planning with clarity while leveraging out team’s 50 years of combined experience. Whether it’s optimizing investments, minimizing tax liabilities, or ensuring assets are distributed according to their wishes, our goal is to equip our clients with the tools and knowledge to make informed decisions. By integrating all aspects of their financial life, we create comprehensive strategies that align with their personal values and objectives.

At McFarland Chase Group, we understand that achieving financial success requires more than just managing assets—it’s about securing a prosperous future. Our holistic approach empowers clients to meet their immediate goals while also planning for long-term success. Whether you’re looking to maximize savings, minimize taxes, or ensure peace of mind for your family’s future, we are here to support you every step of the way. Your success is our success, and we are dedicated to helping you thrive both now and in the future.

Peter McFarland

Peter McFarland is a highly experienced financial advisor based in Lexington, Kentucky, with over 27 years of experience in the industry. Currently serving at Meridian Wealth Management, LLC, Peter has a distinguished career that that has been recognized nationally. During his 27 years, he was named a Top 50 Advisor in the country by Bank Investment Consultant magazine from 2007-2011. From 2020 to 2023, he was honored on Forbes – Best-In-State Wealth Advisors list.

Peter and his team specialize in comprehensive financial planning, focusing on retirement income, investment management and tax planning. Peter has built a successful practice that serves clients nationwide. While based locally, with the majority of his practice residing in Kentucky, Peter has the privilege of serving clients coast-to-coast, providing personalized financial planning and wealth management services no matter where they are located.

Outside of his professional life, Peter is deeply passionate about horseracing. A long-time enthusiast of the sport, Peter’s dream is to one day win the Kentucky Derby. He also dedicates his time to coaching youth baseball and currently leads a 16U travel team. Notably, in 2014, he coached a team to a 3rd place finish at the Cal Ripken World Series.

Peter cherishes time with his family—his wife, Theresa, and their two sons, Joey and Brady. Peter’s oldest son, Joey, recently graduated from The Ohio State University and began working alongside him in the business, continuing the family tradition. His youngest son, Brady, just kicked off college life at Transylvania University where he is studying finance and is a pitcher on their baseball team. Peter looks forward to watching his son pitch in college and hopes that one day Brady will also join the financial business.

Jeremy Chase, AAMS

Jeremy joined Meridian Wealth Management in 2023. Jeremy has over 15 years of financial services industry experience. He earned his Bachelor of Arts in Business Administration from Transylvania University. Prior to Meridian, he was a Financial Advisor with UBS Financial Services, Inc. in Lexington, KY.

He uses his experience to help his clients navigate the complexities of the markets, create tailored income and savings strategies, customized investment management and goals-based retirement planning.

Jeremy lives in Lexington, Kentucky with his wife, Sarah, and their two daughters, Addie and Millie. He enjoys golfing, going to concerts, visits to the theatre, and of course, heading out to Keeneland in the spring and fall. Above all, he enjoys making memories with his wife and daughters.

Joseph McFarland

Joseph McFarland joined Meridian Wealth Management in 2024, bringing fresh insights and a solid academic background to the team. A native of Lexington, Joseph graduated from The Ohio State University with a bachelor’s degree in finance from the Fisher College of Business, along with a minor in Spanish. His education, combined with his lifelong connection to the Lexington community, we believe he is equipped with a balanced perspective on local and global financial landscapes. Joseph is committed to leveraging his knowledge and skills to help clients navigate the complexities of financial planning and achieve their long-term goals.

Outside of the office, Joseph enjoys hiking as well as the rich horse racing culture for which Lexington is renowned. His passion for horse racing reflects his appreciation for tradition and strategic thinking, qualities that he brings to his role at Meridian Wealth Management. By merging his academic achievements with his enthusiasm for the local culture, Joseph aims to provide personalized and effective financial strategies for his clients.

Lauren Hazard

Lauren joined Meridian Wealth Management in February of 2023 as part of a 4-person team from UBS Financial Services, Inc. in Lexington, KY. She brings 11 years of experience in the financial services industry and maintains a Series 66 license along with both the Health and Life Insurance licenses. Before joining Meridian, she spent 10 years as a Wealth Management Associate at UBS Financial Services, Inc.

A native of Lexington, Lauren attended the University of Kentucky where she obtained a Bachelor’s of Science in Accounting. Outside of work, she enjoys wine, traveling, Keeneland and CycleBar.

Jessica Barnes, CFP

Jessica joined Meridian Wealth Management in 2023, bringing with her seven years of experience at UBS Financial Services, Inc. as a Registered Client Services Associate. In addition to be being a CFP® Professional, Jessica holds her Series 66 license as well as both Kentucky Health & Life Insurance licenses. Jessica graduated from the University of Kentucky where she earned her Bachelor’s Degree in Finance.

As a Wealth Management Services Associate, Jessica works closely with clients servicing their daily needs and utilizing her financial planning skills to develop plans that help clients reach their goals. When she isn’t in the Lexington office, Jessica enjoys spending time with her husband, Jonathan, reading and taking reformer Pilates.

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