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At Biggs Financial Services, we pride ourselves in being a reliable source for financial planning. Our team members not only offer detailed financial advice, but also a commitment to professionalism and integrity.
Choose us to provide you with trustworthy financial planning services.
Our Vision
Biggs Financial Services is committed to providing unparalleled service, integrity, and devotion to finding the best solutions for our clients.
Our Approach
We take a holistic approach to your financial situation and thoroughly analyze where you are- and create a road map to where you want to be.
The Biggs Financial Services Family. Join us.
Meet The Team
MARK BIGGS
CEO / FOUNDER
Mark was born and raised in Bowling Green and is the proud owner of the firm. He and his wife, Kayla, have three children — Austin, Madilyn, and Bryson. A Warren East graduate and former professional baseball player with the Toronto Blue Jays organization, Mark brings discipline, leadership, and a team-first mindset into every client relationship. Mark is Series 65 licensed and holds life and health insurance licenses. He specializes in wealth management and comprehensive financial planning, helping clients make confident decisions while building long-term financial security.
JAMALE CAROTHERS
FINANCIAL ADVISOR
Jamale is a licensed financial advisor holding his Series 65, along with life and health insurance licenses, specializing in customized wealth management strategies and long-term financial success. He is driven by building trusted relationships and helping clients make confident financial decisions. He earned his bachelor’s degree from Western Kentucky University, where he also competed as a collegiate athlete. Jamale is married to his wife, Bailee, and they have one daughter together.
JACKSON SOWELL
FINANCIAL ADVISOR
Jackson is a licensed financial advisor, as he carries a Series 65 designation, as well as a life and health insurance license. He develops personalized wealth management strategies to help his clients achieve their goals and prioritize their financial future. He believes a cornerstone of financial advising is recognizing everyone’s situation is unique. Jackson has a bachelor’s degree from Western Kentucky University, where he also played baseball for the Hilltoppers. He and his wife, Allie, have two daughters named Amelia and Selah.
LUKE BROWN
FINANCIAL ADVISOR
Luke Brown was born and raised in Bowling Green, Kentucky, and is a graduate of Bowling Green High School. He went on to play collegiate baseball at the University of Louisville before playing professionally with the Pittsburgh Pirates organization. After his playing career, Luke transitioned into financial advising, bringing the same discipline and preparation that defined his athletic career. He holds his Series 65 license and serves clients as a fiduciary. Luke specializes in holistic financial planning, helping individuals and families align their tax, investment, and long-term financial decisions with their goals.
TAYLOR CATES
DIRECTOR OF OPERATIONS
Taylor Cates was born and raised in Logan County, KY. She and her husband, Jordan, are proud parents to three beautiful children. Taylor's commitment to family and success reflects her genuine desire to make a positive impact. Joining the Biggs Financial System team, she brings her unique blend of compassion and enthusiasm, eager to help others succeed in their financial goals.
BRETT KNIFLEY
OFFICE COORDINATOR
Brett is our Office Coordinator and the first friendly face you’ll see when you walk through our doors. She keeps the office running smoothly, supports client relationships, and ensures every visit feels welcoming and seamless. A proud Austin Peay graduate, Brett brings organization, professionalism, and genuine care to everything she does.