Meet the Team

Your Financial Advisor will develop a plan with strategies designed to help meet your financial goals and will utilize the firm’s specialists to bring you our best financial advice. Your advisor and their team will be there to help you every step of the way, as you implement your financial plan and review and revise it over the years.

Joe Reeves | Chief Executive Officer

Joe Reeves, CFP®

Chief Executive Officer

Neil Quinlan | President

Neil Quinlan, CFP®

President

Angie Morrison | Chief Financial Officer

Angie Morrison, CPA

Chief Financial Officer

Jan Peebles | Chief Compliance Officer

Jan Peebles, IACCP®

Chief Compliance Officer

Denise Bright | Chief Operations Officer

Denise Bright

Chief Operations Officer

Chris Green | Director of CFO and Accounting Services

Chris Green, CPA

Director of CFO and Accounting Services

Adam Hornek | Financial Advisor

Adam Hornek, CFP®

Financial Advisor

Amanda Mattingly | Advertising and Creative Design Specialist

Amanda Mattingly

Advertising and Creative Design Specialist

Amanda Yearns | Client Service Administrator

Amanda Yearns

Client Service Administrator

Andrew Jones | Financial Advisor

Andrew Jones, MBA

Financial Advisor

Angel Spillers | Client Service Manager

Angel Spillers

Client Service Manager

Anne Elliott | Client Service Administrator

Anne Elliott

Client Service Administrator

Austin Jones | Financial Advisor

Austin Jones

Financial Advisor

Becky Kingery | Client Service Administrator

Becky Kingery

Client Service Administrator

Ben Hardigg | Financial Advisor

Ben Hardigg, CFP®

Financial Advisor

Ben Hardin | Financial Advisor

Ben Hardin

Financial Advisor

Brian Mattingly | Trading and Investment Associate

Brian Mattingly, MBA

Trading and Investment Associate

Brittany Meyer | Senior Accountant

Brittany Meyer

Senior Accountant

Bryan Peebles | Financial Advisor

Bryan Peebles, CPFA

Financial Advisor

Cara Crawford | Client Service Manager

Cara Crawford

Client Service Manager

Cathleen Theiler | Accounting Coordinator

Cathleen Theiler

Accounting Coordinator

Chris Costlow | IT HelpDesk Technician

Chris Costlow

IT HelpDesk Technician

Chris Morgan | Business Services Advisor

Chris Morgan

Business Services Advisor

Christian Kurti | Network and Computer Systems Administrator

Christian Kurti

Network and Computer Systems Administrator

Christina Davis | Director of Client Service

Christina Davis

Director of Client Service

Christina Stone | Risk Management Policy Service Specialist

Christina Stone

Risk Management Policy Service Specialist

Christine Stewart | Client Service Administrator

Christine Stewart

Client Service Administrator

Cindy Lofton | Risk Management Operations Manager

Cindy Lofton

Risk Management Operations Manager

Clay Keeley | Manager of Investment Education and Communication

Clay Keeley

Manager of Investment Education and Communication

Clint Eakles | Financial Advisor

Clint Eakles, CFP®

Financial Advisor

Colin Gray | Financial Advisor

Colin Gray, CFP®

Financial Advisor

Colin Wheeler | Financial Advisor

Colin Wheeler

Financial Advisor

Connor Powell | Tax and Business Advisor

Connor Powell, CPA, MBA

Tax and Business Advisor

Courtney Sagun | Receptionist and Client Service Administrator

Courtney Sagun

Receptionist and Client Service Administrator

Dan Cupkovic | Director of Investments

Dan Cupkovic, CFP®

Director of Investments

Dave Zimmerman | Senior Financial Advisor

Dave Zimmerman, CLU®, ChFC®, CExP™

Senior Financial Advisor

Dena R. Nelsen | Senior Financial Advisor

Dena R. Nelsen, CFP®

Senior Financial Advisor

Cheri Denise Butts | Client Service Administrator

Cheri Denise Butts

Client Service Administrator

Denise Jewell | Marketing Manager

Denise Jewell

Marketing Manager

Diane Hansen | Risk Management Specialist

Diane Hansen

Risk Management Specialist

Dr. Indu Chhachhi | Financial Advisor, Professor of Finance

Dr. Indu Chhachhi

Financial Advisor, Professor of Finance

Elaine Phillips | Senior Accountant

Elaine Phillips

Senior Accountant

Emily Herring | Tax and Business Advisor

Emily Herring

Tax and Business Advisor

Emily Trujillo | PR and Communications Specialist

Emily Trujillo

PR and Communications Specialist

Erin Haynes Reed | Director of Business Development

Erin Haynes Reed

Director of Business Development

Felicia Cole | Receptionist and Client Service Administrator

Felicia Cole

Receptionist and Client Service Administrator

Gavin Koenig | Senior Financial Advisor

Gavin Koenig, CRPC®, AIFA®, CPFA

Senior Financial Advisor

Hannah Davis | Receptionist and Client Service Administrator

Hannah Davis

Receptionist and Client Service Administrator

Hunter Willis | Trading and Investment Associate

Hunter Willis

Trading and Investment Associate

Jamie Weissman | Senior Financial Advisor

Jamie Weissman, AIFA®, CPFA

Senior Financial Advisor

Jason Simpson | Financial Advisor

Jason Simpson, CFP®

Financial Advisor

Jason Waters | Senior Financial Advisor

Jason Waters, CFP®

Senior Financial Advisor

Jean Steffan | Accounting Coordinator

Jean Steffan

Accounting Coordinator

Jeanne J. Fisher | Senior Financial Advisor

Jeanne J. Fisher, CFP®, CPFA

Senior Financial Advisor

Jeff Drake | Business Operations Analyst

Jeff Drake, CFP®

Business Operations Analyst

Jeff Graf | Financial Advisor

Jeff Graf

Financial Advisor

Jennifer A. Butt Huelsman | Financial Advisor

Jennifer A. Butt Huelsman, CFP®, AIF®

Financial Advisor

Jeremy Davis | Financial Advisor

Jeremy Davis, CFP®, CExP™

Financial Advisor

Jesse Doyle | Accounting Coordinator

Jesse Doyle

Accounting Coordinator

Jim Downing | Senior Financial Advisor

Jim Downing

Senior Financial Advisor

Jim Trujillo | Financial Advisor

Jim Trujillo, CFP®, CCFS™

Financial Advisor

Joe Surrell | Senior Financial Advisor

Joe Surrell

Senior Financial Advisor

Joe Tichenor | Senior Financial Advisor

Joe Tichenor, CFP®

Senior Financial Advisor

Johanna Furlong | Compliance Associate

Johanna Furlong

Compliance Associate

Jon Stuempel | Financial Advisor

Jon Stuempel, CFP®

Financial Advisor

Jordan Green | Tax and Business Advisor

Jordan Green, J.D.

Tax and Business Advisor

Josh Herman | Tax and Business Advisor

Josh Herman

Tax and Business Advisor

Justin Duncan | Compliance Associate

Justin Duncan

Compliance Associate

Kami Law | Accountant

Kami Law

Accountant

Karen Clinkenbeard | Senior Accountant

Karen Clinkenbeard

Senior Accountant

Katie Pfeifer | Financial Advisor

Katie Pfeifer, CFP®

Financial Advisor

Kelly Emerine | Business Services Advisor

Kelly Emerine

Business Services Advisor

Kendra Dunaway | Client Service Administrator

Kendra Dunaway

Client Service Administrator

Kevin Lynch | Senior Financial Advisor

Kevin Lynch, J.D., CFP®

Senior Financial Advisor

Kyle Kursim | Financial Advisor

Kyle Kursim, CFP®

Financial Advisor

Lauren Seaman | HR Manager

Lauren Seaman, MS-HRM

HR Manager

Lora Oliver | Client Service Administrator

Lora Oliver

Client Service Administrator

Lori Vowels | Senior Accountant

Lori Vowels

Senior Accountant

Lyric Rogers | Client Service Administrator

Lyric Rogers

Client Service Administrator

Manuel Ortiz Smith | Financial Advisor

Manuel Ortiz Smith

Financial Advisor

Matt Watkins | Financial Advisor and General Counsel

Matt Watkins, J.D., LL.M.

Financial Advisor and General Counsel

Matt Westfall | Portfolio Manager

Matt Westfall, CFA®

Portfolio Manager

Mike Skura | Institutional Relationship Manager

Mike Skura

Institutional Relationship Manager

Mike Waldridge | Senior Financial Advisor

Mike Waldridge, ChFC®

Senior Financial Advisor

Morgan MacGregor | Client Service Administrator

Morgan MacGregor

Client Service Administrator

Morgan McDowell | Client Service Administrator/Tax Department Coordinator

Morgan McDowell

Client Service Administrator/Tax Department Coordinator

Neal Donhoff | Financial Advisor

Neal Donhoff

Financial Advisor

Nick Whitmer | Financial Advisor

Nick Whitmer

Financial Advisor

Pat Killman | Client Service Administrator

Pat Killman

Client Service Administrator

PJ Gibbs | Financial Advisor

PJ Gibbs, CFP®

Financial Advisor

Ray Llewellyn | Financial Advisor

Ray Llewellyn, CFA

Financial Advisor

Rob Tittle | Financial Advisor

Rob Tittle

Financial Advisor

Robert M. Curry | Senior Financial Advisor

Robert M. Curry, CFP®

Senior Financial Advisor

Ron Butt | Senior Financial Advisor

Ron Butt, CFP®

Senior Financial Advisor

Shane Hall | Financial Advisor

Shane Hall, CFP®

Financial Advisor

Shannon Jenkins | Business Services Advisor

Shannon Jenkins

Business Services Advisor

Shari K. Hooper | Senior Financial Advisor

Shari K. Hooper

Senior Financial Advisor

Stephanie Mobley | Controller

Stephanie Mobley

Controller

Steve Wahl | Senior Financial Advisor

Steve Wahl

Senior Financial Advisor

Steven Kramer | Financial Advisor

Steven Kramer, CFP®

Financial Advisor

Tabitha Negron | Client Service Administrator

Tabitha Negron

Client Service Administrator

Tammy Golde | Director of Planning Education and Quality Control

Tammy Golde, CFP®

Director of Planning Education and Quality Control

Taylor Derringer | Client Service Administrator

Taylor Derringer

Client Service Administrator

Tim Hunt | IT & Facilities Manager

Tim Hunt

IT & Facilities Manager

Tina Freeman | Receptionist and Client Service Administrator

Tina Freeman

Receptionist and Client Service Administrator

Troy Hawkins | Senior Tax and Business Advisor

Troy Hawkins, CPA, ABV

Senior Tax and Business Advisor

Vince Mazzone | Tax and Business Advisor

Vince Mazzone

Tax and Business Advisor

Wendy Roberts | Personal Service Manager

Wendy Roberts

Personal Service Manager

Winnie Green | Concierge

Winnie Green

Concierge

Zachary Van Winkle | Trading and Investment Associate

Zachary Van Winkle

Trading and Investment Associate

Office Locations

Louisville

2110 High Wickham Place
Louisville, KY 40245
502.753.0609

Cincinnati

100 E-Business Way
Suite 110
Cincinnati, OH 45241
513.842.1700

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42104
270.843.4115

Indianapolis

5750 Castle Creek Parkway North Drive
Suite 170
Indianapolis, IN 46250
877.634.9757

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546
844.476.2744

Norwalk

101 Merritt 7 Corporate Park
Third Floor
Norwalk, CT 06851
866.568.9719

Elizabethtown

1690 Ring Road
Suite 110
Elizabethtown, KY 42701
866.568.9719

Lexington

176 Pasadena Drive
Suite 3B
Lexington, KY 40503
859.286.5085

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Portions of the content on this website were prepared by Marketing Library Inc.

Please note: When you link to any of the websites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third party technology, sites, information and programs made available through this site. By clicking on links above you will leave our website and assume total responsibility and risk for your use of the site you are linking to.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. View our privacy policy here.

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