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

Louisville
Alec Broughton | Financial Advisor

Alec Broughton

Financial Advisor

Louisville
Amanda Yearns | Client Service Administrator

Amanda Yearns

Client Service Administrator

Louisville
Angie Morrison | Chief Financial Officer

Angie Morrison, CPA

Chief Financial Officer

Louisville
Anne Elliott | Client Service Administrator

Anne Elliott

Client Service Administrator

Louisville
Austin Jones | Financial Advisor

Austin Jones

Financial Advisor

Louisville
Barbara Passafiume | Insurance Coordinator

Barbara Passafiume

Insurance Coordinator

Louisville
Ben Hardin | Financial Advisor

Ben Hardin

Financial Advisor

Louisville
Brian Mattingly | Trading and Investment Associate

Brian Mattingly, MBA

Trading and Investment Associate

Louisville
Brittany Meyer | Senior Accountant

Brittany Meyer

Senior Accountant

Louisville
Buddy Peebles | Facilities Coordinator

Buddy Peebles

Facilities Coordinator

Louisville
Cara Crawford | Client Service Manager

Cara Crawford

Client Service Manager

Louisville
Cathleen Theiler | Accounting Coordinator

Cathleen Theiler

Accounting Coordinator

Louisville
Chris Green | Director of CFO and Accounting Services

Chris Green, CPA

Director of CFO and Accounting Services

Louisville
Christian Kurti | Network and Computer Systems Administrator

Christian Kurti

Network and Computer Systems Administrator

Louisville
Christie Ballenger | IT Support Coordinator

Christie Ballenger

IT Support Coordinator

Louisville
Christina Davis | Director of Client Service

Christina Davis

Director of Client Service

Louisville
Christina Stone | Risk Management Policy Service Specialist

Christina Stone

Risk Management Policy Service Specialist

Louisville
Christine Stewart | Client Service Administrator

Christine Stewart

Client Service Administrator

Louisville
Clay Keeley | Manager of Investment Education and Communication

Clay Keeley

Manager of Investment Education and Communication

Louisville
Clint Eakles | Financial Advisor

Clint Eakles, CFP®

Financial Advisor

Louisville
Colin Gray | Financial Advisor

Colin Gray, CFP®

Financial Advisor

Louisville
Colin Wheeler | Financial Advisor

Colin Wheeler, CFP®

Financial Advisor

Louisville
Connor Powell | Tax and Business Advisor

Connor Powell, CPA, MBA

Tax and Business Advisor

Louisville
Dan Cupkovic | Director of Investments

Dan Cupkovic, CFP®

Director of Investments

Louisville
Danette Barnes | Senior Accountant

Danette Barnes

Senior Accountant

Louisville
Dave Zimmerman | Senior Financial Advisor

Dave Zimmerman, CLU®, ChFC®, CExP™

Senior Financial Advisor

Louisville
Denise Bright | Chief Operations Officer

Denise Bright

Chief Operations Officer

Louisville
Derek Bonifer | Portfolio Manager

Derek Bonifer, CFA

Portfolio Manager

Louisville
Diane Hansen | Risk Management Specialist

Diane Hansen

Risk Management Specialist

Louisville
Elaine Phillips | Senior Accountant

Elaine Phillips

Senior Accountant

Louisville
Emily Herring | Tax and Business Advisor

Emily Herring

Tax and Business Advisor

Louisville
Emily Lykins | Client Service Administrator

Emily Lykins

Client Service Administrator

Louisville
Erin Haynes Reed | Director of Business Development

Erin Haynes Reed

Director of Business Development

Louisville
Gavin Koenig | Senior Financial Advisor

Gavin Koenig, CRPC®, AIFA®, CPFA

Senior Financial Advisor

Louisville
Hunter Willis | Trading and Investment Associate

Hunter Willis, CFP®

Trading and Investment Associate

Louisville
Jamie Weissman | Senior Financial Advisor

Jamie Weissman, AIFA®, CPFA

Senior Financial Advisor

Louisville
Jan Peebles | Chief Compliance Officer

Jan Peebles, IACCP®

Chief Compliance Officer

Louisville
Jason Brangers | Personal & Business Services

Jason Brangers, EA

Personal & Business Services

Louisville
Jason Waters | Senior Financial Advisor

Jason Waters, CFP®

Senior Financial Advisor

Louisville
Jean Steffan | Accounting Coordinator

Jean Steffan

Accounting Coordinator

Louisville
Jeff Drake | Business Operations Analyst

Jeff Drake, CFP®

Business Operations Analyst

Louisville
Jeff Graf | Financial Advisor

Jeff Graf, CPFA

Financial Advisor

Louisville
Jennifer A. Butt Huelsman | Financial Advisor

Jennifer A. Butt Huelsman, CFP®, AIF®

Financial Advisor

Louisville
Jeremy Davis | Financial Advisor

Jeremy Davis, CFP®, CExP™

Financial Advisor

Louisville
Jesse Doyle | Accounting Coordinator

Jesse Doyle

Accounting Coordinator

Louisville
Jim Trujillo | Financial Advisor

Jim Trujillo, CFP®, CCFS®

Financial Advisor

Louisville
Joe Reeves | Chief Executive Officer

Joe Reeves, CFP®

Chief Executive Officer

Louisville
Joe Surrell | Senior Financial Advisor

Joe Surrell

Senior Financial Advisor

Louisville
Joe Tichenor | Senior Financial Advisor

Joe Tichenor, CFP®

Senior Financial Advisor

Louisville
Johanna Furlong | Compliance Associate

Johanna Furlong

Compliance Associate

Louisville
Jordan Green | Tax and Business Advisor

Jordan Green, J.D.

Tax and Business Advisor

Louisville
Josh Herman | Tax and Business Advisor

Josh Herman

Tax and Business Advisor

Louisville
Justin Barley | Planning Associate

Justin Barley

Planning Associate

Louisville
Justin Duncan | Compliance Associate

Justin Duncan

Compliance Associate

Louisville
Kami Law | Accountant

Kami Law

Accountant

Louisville
Karen Clinkenbeard | Senior Accountant

Karen Clinkenbeard

Senior Accountant

Louisville
Katie Butler | Tax and Business Advisor

Katie Butler, CPA

Tax and Business Advisor

Louisville
Katie Pfeifer | Financial Advisor

Katie Pfeifer, CFP®

Financial Advisor

Louisville
Kelly Mangum | Receptionist

Kelly Mangum

Receptionist

Louisville
Kendra Dunaway | Client Service Administrator

Kendra Dunaway

Client Service Administrator

Louisville
Kevin Boddy | Investment Service Associate

Kevin Boddy

Investment Service Associate

Louisville
Kevin Lynch | Senior Financial Advisor

Kevin Lynch, J.D., CFP®

Senior Financial Advisor

Louisville
Kristie Bonifer | Client Service Administrator

Kristie Bonifer

Client Service Administrator

Louisville
Landon Brantley | Financial Advisor

Landon Brantley, CFP®

Financial Advisor

Louisville
Larry Woodward | Regional Director of Sales & Operations

Larry Woodward

Regional Director of Sales & Operations

Louisville
Lauren Seaman | HR Manager

Lauren Seaman, MS-HRM

HR Manager

Louisville
Lindsey Addison | Client Service Administrator

Lindsey Addison

Client Service Administrator

Louisville
Lindsey Chastain | Assistant Controller

Lindsey Chastain

Assistant Controller

Louisville
Lora Yates | Client Service Administrator

Lora Yates

Client Service Administrator

Louisville
Lori Vowels | Senior Accountant

Lori Vowels

Senior Accountant

Louisville
Lyric Smith | Client Service Administrator

Lyric Smith

Client Service Administrator

Louisville
Matt Watkins | Financial Advisor and General Counsel

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

Financial Advisor and General Counsel

Louisville
Matt Westfall | Portfolio Manager

Matt Westfall, CFA®

Portfolio Manager

Louisville
Michael Bryan | Senior Tax and Financial Advisor

Michael Bryan, CPA

Senior Tax and Financial Advisor

Louisville
Michael Nelson | Client Service Administrator

Michael Nelson

Client Service Administrator

Louisville
Mike Waldridge | Senior Financial Advisor

Mike Waldridge, ChFC®

Senior Financial Advisor

Louisville
Morgan MacGregor | Client Service Administrator

Morgan MacGregor

Client Service Administrator

Louisville
Morgan McDowell | Client Service Administrator/Tax Department Coordinator

Morgan McDowell

Client Service Administrator/Tax Department Coordinator

Louisville
Nate Salyers | Financial Advisor

Nate Salyers, CPFA

Financial Advisor

Louisville
Neal Donhoff | Financial Advisor

Neal Donhoff, CFP®

Financial Advisor

Louisville
Neil Quinlan | President

Neil Quinlan, CFP®

President

Louisville
Nick Whitmer | Financial Advisor

Nick Whitmer

Financial Advisor

Louisville
RC Bascur | HR and Payroll Associate

RC Bascur

HR and Payroll Associate

Louisville
Rebecca D. Anderson | Implementation Manager

Rebecca D. Anderson

Implementation Manager

Louisville
Richie Phares | Business Services Advisor

Richie Phares

Business Services Advisor

Louisville
Ron Beaton | Senior Financial Advisor

Ron Beaton, CFP®

Senior Financial Advisor

Louisville
Ron Butt | Senior Financial Advisor

Ron Butt, CFP®

Senior Financial Advisor

Louisville
Ryan Burch | Trading and Investment Associate

Ryan Burch

Trading and Investment Associate

Louisville
Seth Todd | Estate Planning Specialist

Seth Todd

Estate Planning Specialist

Louisville
Shane Hall | Financial Advisor

Shane Hall, CFP®

Financial Advisor

Louisville
Shannon Jenkins | Business Services Advisor

Shannon Jenkins, CPA, MBA

Business Services Advisor

Louisville
Shelby Babcock | Business Development Associate

Shelby Babcock

Business Development Associate

Louisville
Stephanie Broughton | Director of Business Retirement Plan Services

Stephanie Broughton

Director of Business Retirement Plan Services

Louisville
Stephanie Colbert | Controller

Stephanie Colbert, CPA

Controller

Louisville
Steve Aretakis | Business Services Advisor

Steve Aretakis

Business Services Advisor

Louisville
Steven Beck | Estate Planning Specialist & Financial Advisor

Steven Beck, J.D., CFP®

Estate Planning Specialist & Financial Advisor

Louisville
Tammy Allen | Client Service Administrator

Tammy Allen

Client Service Administrator

Louisville
Tammy Golde | Director of Planning Education and Quality Control

Tammy Golde, CFP®

Director of Planning Education and Quality Control

Louisville
Tanee Brewer | Treasury Manager

Tanee Brewer

Treasury Manager

Louisville
Taylor Derringer | Client Service Administrator

Taylor Derringer

Client Service Administrator

Louisville
Tim Hunt | IT Manager

Tim Hunt

IT Manager

Louisville
Troy Hawkins | Senior Tax and Business Advisor

Troy Hawkins, CPA, ABV

Senior Tax and Business Advisor

Louisville
Vince Mazzone | Tax and Business Advisor

Vince Mazzone

Tax and Business Advisor

Louisville
Vincent Brodbeck | Tax and Business Advisor

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

Tax and Business Advisor

Louisville
Wendy Roberts | Personal Service Manager

Wendy Roberts

Personal Service Manager

Louisville
Zach Johnstone | Director of IT

Zach Johnstone

Director of IT

Louisville
Amanda Mattingly | Advertising and Creative Design Specialist

Amanda Mattingly

Advertising and Creative Design Specialist

Louisville
Emily Trujillo | PR and Communications Specialist

Emily Trujillo, CAP®

PR and Communications Specialist

Louisville
Denise Jewell | Marketing Manager

Denise Jewell

Marketing Manager

Louisville
Winnie Green | Concierge

Winnie Green

Concierge

Louisville
Zachary Van Winkle | Trading and Investment Associate

Zachary Van Winkle

Trading and Investment Associate

Louisville

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

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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