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.

Adam Hornek | Financial Advisor

Adam Hornek, CFP®

Financial Advisor

Alec Broughton | Financial Advisor

Alec Broughton

Financial Advisor

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

Angie Morrison | Chief Financial Officer

Angie Morrison, CPA

Chief Financial Officer

Anne Elliott | Client Service Administrator

Anne Elliott

Client Service Administrator

Austin Jones | Financial Advisor

Austin Jones

Financial Advisor

Becky Cheetham | Receptionist and Client Service Administrator

Becky Cheetham

Receptionist and Client Service Administrator

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

Buddy Peebles | Facilities Coordinator

Buddy Peebles

Facilities Coordinator

Cameron Brown | Financial Advisor

Cameron Brown, CTFA, CFP®

Financial Advisor

Cara Crawford | Client Service Manager

Cara Crawford

Client Service Manager

Carrie Ahlers | Receptionist and Client Service Administrator

Carrie Ahlers

Receptionist and Client Service Administrator

Cathleen Theiler | Accounting Coordinator

Cathleen Theiler

Accounting Coordinator

Chris Green | Director of CFO and Accounting Services

Chris Green, CPA

Director of CFO and Accounting Services

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, CFP®

Financial Advisor

Connor Powell | Tax and Business Advisor

Connor Powell, CPA, MBA

Tax and Business Advisor

Crissy Fiscus | Business Services Advisor

Crissy Fiscus, CPA, CGMA®

Business Services Advisor

Dan Cupkovic | Director of Investments

Dan Cupkovic, CFP®

Director of Investments

Danette Barnes | Senior Accountant

Danette Barnes

Senior Accountant

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

Denise Bright | Chief Operations Officer

Denise Bright

Chief Operations Officer

Cheri Denise Butts | Client Service Administrator

Cheri Denise Butts

Client Service Administrator

Derek Bonifer | Portfolio Manager

Derek Bonifer, CFA

Portfolio 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 Lykins | Client Service Administrator

Emily Lykins

Client Service Administrator

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, CFP®

Trading and Investment Associate

Jamie Berens | Client Service Manager

Jamie Berens

Client Service Manager

Jamie Weissman | Senior Financial Advisor

Jamie Weissman, AIFA®, CPFA

Senior Financial Advisor

Jan Peebles | Chief Compliance Officer

Jan Peebles, IACCP®

Chief Compliance Officer

Jason Brangers | Personal & Business Services

Jason Brangers, EA

Personal & Business Services

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, CPFA

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 Reeves | Chief Executive Officer

Joe Reeves, CFP®

Chief Executive Officer

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 Barley | Planning Associate

Justin Barley

Planning Associate

Justin Duncan | Compliance Associate

Justin Duncan

Compliance Associate

Kami Law | Accountant

Kami Law

Accountant

Karen Clinkenbeard | Senior Accountant

Karen Clinkenbeard

Senior Accountant

Katie Butler | Tax and Business Advisor

Katie Butler, CPA

Tax and Business Advisor

Katie Pfeifer | Financial Advisor

Katie Pfeifer, CFP®

Financial Advisor

Kelly Emerine | Business Services Advisor

Kelly Emerine

Business Services Advisor

Kelly Mangum | Receptionist

Kelly Mangum

Receptionist

Kendra Dunaway | Client Service Administrator

Kendra Dunaway

Client Service Administrator

Kevin Boddy | Investment Service Associate

Kevin Boddy

Investment Service Associate

Kevin Lynch | Senior Financial Advisor

Kevin Lynch, J.D., CFP®

Senior Financial Advisor

Kristie Bonifer | Client Service Administrator

Kristie Bonifer

Client Service Administrator

Kyle Kursim | Financial Advisor

Kyle Kursim, CFP®

Financial Advisor

Landon Brantley | Financial Advisor

Landon Brantley, CFP®

Financial Advisor

Larry Woodward | Regional Director of Sales & Operations

Larry Woodward

Regional Director of Sales & Operations

Lauren Seaman | HR Manager

Lauren Seaman, MS-HRM

HR Manager

Lindsey Addison | Client Service Administrator

Lindsey Addison

Client Service Administrator

Lindsey Chastain | Senior Accountant

Lindsey Chastain

Senior Accountant

Lora Oliver | Client Service Administrator

Lora Oliver

Client Service Administrator

Lori Vowels | Senior Accountant

Lori Vowels

Senior Accountant

Lyric Smith | Client Service Administrator

Lyric Smith

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

Michael Bryan | Senior Tax and Financial Advisor

Michael Bryan, CPA

Senior Tax and Financial Advisor

Michael Nelson | Client Service Administrator

Michael Nelson

Client Service Administrator

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

Nate Salyers | Financial Advisor

Nate Salyers, CPFA

Financial Advisor

Neal Donhoff | Financial Advisor

Neal Donhoff, CFP®

Financial Advisor

Neil Quinlan | President

Neil Quinlan, CFP®

President

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

RC Bascur | HR and Payroll Associate

RC Bascur

HR and Payroll Associate

Rebecca D. Anderson | Implementation Manager

Rebecca D. Anderson

Implementation Manager

Richie Phares | Business Services Advisor

Richie Phares

Business Services Advisor

Rob Tittle | Financial Advisor

Rob Tittle

Financial Advisor

Robert M. Curry | Senior Financial Advisor

Robert M. Curry, CFP®

Senior Financial Advisor

Ron Beaton | Financial Advisor

Ron Beaton, CFP®

Financial Advisor

Ron Butt | Senior Financial Advisor

Ron Butt, CFP®

Senior Financial Advisor

Ryan Burch | Trading and Investment Associate

Ryan Burch

Trading and Investment Associate

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

Shelby Babcock | Business Development Associate

Shelby Babcock

Business Development Associate

Stephanie Broughton | Director of Business Retirement Plan Services

Stephanie Broughton

Director of Business Retirement Plan Services

Stephanie Mobley | Controller

Stephanie Mobley, CPA

Controller

Steve Aretakis | Business Services Advisor

Steve Aretakis

Business Services Advisor

Steve Wahl | Senior Financial Advisor

Steve Wahl

Senior Financial Advisor

Steven Beck | Estate Planning Specialist & Financial Advisor

Steven Beck, J.D., CFP®

Estate Planning Specialist & Financial Advisor

Steven Kramer | Financial Advisor

Steven Kramer, CFP®

Financial Advisor

Tabitha Negron | Client Service Administrator

Tabitha Negron

Client Service Administrator

Tammy Allen | Client Service Administrator

Tammy Allen

Client Service Administrator

Tammy Golde | Director of Planning Education and Quality Control

Tammy Golde, CFP®

Director of Planning Education and Quality Control

Tanee Brewer | Treasury Manager

Tanee Brewer

Treasury Manager

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

Vincent Brodbeck | Tax and Business Advisor

Vincent Brodbeck, J.D., LL.M.

Tax and Business Advisor

Wendy Roberts | Personal Service Manager

Wendy Roberts

Personal Service Manager

Amanda Mattingly | Advertising and Creative Design Specialist

Amanda Mattingly

Advertising and Creative Design Specialist

Emily Trujillo | PR and Communications Specialist

Emily Trujillo

PR and Communications Specialist

Denise Jewell | Marketing Manager

Denise Jewell

Marketing 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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