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, CFP®
Financial Advisor
Louisville
Alec Broughton
Financial Advisor
Louisville
Amanda Yearns
Client Service Administrator
Louisville
Angie Morrison, CPA
Chief Financial Officer
Louisville
Anne Elliott
Client Service Administrator
Louisville
Austin Jones
Financial Advisor
Louisville
Barbara Passafiume
Insurance Coordinator
Louisville
Ben Hardin
Financial Advisor
Louisville
Brian Mattingly, MBA
Trading and Investment Associate
Louisville
Brittany Meyer
Senior Accountant
Louisville
Buddy Peebles
Facilities Coordinator
Louisville
Cara Crawford
Client Service Manager
Louisville
Cathleen Theiler
Accounting Coordinator
Louisville
Chris Green, CPA
Director of CFO and Accounting Services
Louisville
Christian Kurti
Network and Computer Systems Administrator
Louisville
Christie Ballenger
IT Support Coordinator
Louisville
Christina Davis
Director of Client Service
Louisville
Christina Stone
Risk Management Policy Service Specialist
Louisville
Christine Stewart
Client Service Administrator
Louisville
Clay Keeley
Manager of Investment Education and Communication
Louisville
Clint Eakles, CFP®
Financial Advisor
Louisville
Colin Gray, CFP®
Financial Advisor
Louisville
Colin Wheeler, CFP®
Financial Advisor
Louisville
Connor Powell, CPA, MBA
Tax and Business Advisor
Louisville
Dan Cupkovic, CFP®
Director of Investments
Louisville
Danette Barnes
Senior Accountant
Louisville
Dave Zimmerman, CLU®, ChFC®, CExP™
Senior Financial Advisor
Louisville
Denise Bright
Chief Operations Officer
Louisville
Derek Bonifer, CFA
Portfolio Manager
Louisville
Diane Hansen
Risk Management Specialist
Louisville
Elaine Phillips
Senior Accountant
Louisville
Emily Herring
Tax and Business Advisor
Louisville
Emily Lykins
Client Service Administrator
Louisville
Erin Haynes Reed
Director of Business Development
Louisville
Gavin Koenig, CRPC®, AIFA®, CPFA
Senior Financial Advisor
Louisville
Hunter Willis, CFP®
Trading and Investment Associate
Louisville
Jamie Weissman, AIFA®, CPFA
Senior Financial Advisor
Louisville
Jan Peebles, IACCP®
Chief Compliance Officer
Louisville
Jason Brangers, EA
Personal & Business Services
Louisville
Jason Waters, CFP®
Senior Financial Advisor
Louisville
Jean Steffan
Accounting Coordinator
Louisville
Jeff Drake, CFP®
Business Operations Analyst
Louisville
Jeff Graf, CPFA
Financial Advisor
Louisville
Jennifer A. Butt Huelsman, CFP®, AIF®
Financial Advisor
Louisville
Jeremy Davis, CFP®, CExP™
Financial Advisor
Louisville
Jesse Doyle
Accounting Coordinator
Louisville
Jim Trujillo, CFP®, CCFS®
Financial Advisor
Louisville
Joe Reeves, CFP®
Chief Executive Officer
Louisville
Joe Surrell
Senior Financial Advisor
Louisville
Joe Tichenor, CFP®
Senior Financial Advisor
Louisville
Johanna Furlong
Compliance Associate
Louisville
Jordan Green, J.D.
Tax and Business Advisor
Louisville
Josh Herman
Tax and Business Advisor
Louisville
Justin Barley
Planning Associate
Louisville
Justin Duncan
Compliance Associate
Louisville
Kami Law
Accountant
Louisville
Karen Clinkenbeard
Senior Accountant
Louisville
Katie Butler, CPA
Tax and Business Advisor
Louisville
Katie Pfeifer, CFP®
Financial Advisor
Louisville
Kelly Mangum
Receptionist
Louisville
Kendra Dunaway
Client Service Administrator
Louisville
Kevin Boddy
Investment Service Associate
Louisville
Kevin Lynch, J.D., CFP®
Senior Financial Advisor
Louisville
Kristie Bonifer
Client Service Administrator
Louisville
Landon Brantley, CFP®
Financial Advisor
Louisville
Larry Woodward
Regional Director of Sales & Operations
Louisville
Lauren Seaman, MS-HRM
HR Manager
Louisville
Lindsey Addison
Client Service Administrator
Louisville
Lindsey Chastain
Assistant Controller
Louisville
Lora Yates
Client Service Administrator
Louisville
Lori Vowels
Senior Accountant
Louisville
Lyric Smith
Client Service Administrator
Louisville
Matt Watkins, J.D., LL.M.
Financial Advisor and General Counsel
Louisville
Matt Westfall, CFA®
Portfolio Manager
Louisville
Michael Bryan, CPA
Senior Tax and Financial Advisor
Louisville
Michael Nelson
Client Service Administrator
Louisville
Mike Waldridge, ChFC®
Senior Financial Advisor
Louisville
Morgan MacGregor
Client Service Administrator
Louisville
Morgan McDowell
Client Service Administrator/Tax Department Coordinator
Louisville
Nate Salyers, CPFA
Financial Advisor
Louisville
Neal Donhoff, CFP®
Financial Advisor
Louisville
Neil Quinlan, CFP®
President
Louisville
Nick Whitmer
Financial Advisor
Louisville
RC Bascur
HR and Payroll Associate
Louisville
Rebecca D. Anderson
Implementation Manager
Louisville
Richie Phares
Business Services Advisor
Louisville
Ron Beaton, CFP®
Senior Financial Advisor
Louisville
Ron Butt, CFP®
Senior Financial Advisor
Louisville
Ryan Burch
Trading and Investment Associate
Louisville
Seth Todd
Estate Planning Specialist
Louisville
Shane Hall, CFP®
Financial Advisor
Louisville
Shannon Jenkins, CPA, MBA
Business Services Advisor
Louisville
Shelby Babcock
Business Development Associate
Louisville
Stephanie Broughton
Director of Business Retirement Plan Services
Louisville
Stephanie Colbert, CPA
Controller
Louisville
Steve Aretakis
Business Services Advisor
Louisville
Steven Beck, J.D., CFP®
Estate Planning Specialist & Financial Advisor
Louisville
Tammy Allen
Client Service Administrator
Louisville
Tammy Golde, CFP®
Director of Planning Education and Quality Control
Louisville
Tanee Brewer
Treasury Manager
Louisville
Taylor Derringer
Client Service Administrator
Louisville
Tim Hunt
IT Manager
Louisville
Troy Hawkins, CPA, ABV
Senior Tax and Business Advisor
Louisville
Vince Mazzone
Tax and Business Advisor
Louisville
Vincent Brodbeck, J.D., LL.M.
Tax and Business Advisor
Louisville
Wendy Roberts
Personal Service Manager
Louisville
Zach Johnstone
Director of IT
Louisville
Amanda Mattingly
Advertising and Creative Design Specialist
Louisville
Emily Trujillo, CAP®
PR and Communications Specialist
Louisville
Denise Jewell
Marketing Manager
Louisville
Winnie Green
Concierge
Louisville
Zachary Van Winkle
Trading and Investment Associate
Louisville
