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.

Brenda McCubbins Johnson | Tax & Business Advisor

Brenda McCubbins Johnson, CPA

Tax & Business Advisor

Bardstown
Jason Strange | Tax & Business Advisor

Jason Strange, CPA

Tax & Business Advisor

Bardstown
Jill Reiter | Tax & Business Advisor

Jill Reiter, CPA

Tax & Business Advisor

Bardstown
Philip Logsdon | Senior Tax & Business Advisor

Philip Logsdon, CPA

Senior Tax & Business Advisor

Bardstown