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, CFP®. CCFS®
Financial Advisor
Louisville
Amanda Harris
Senior Accountant
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
Risk Management Operations Manager
Louisville
Ben Hardin
Financial Advisor
Louisville
Bill Armistead
Senior Financial Advisor
Louisville
Bob Thieman
Accountant
Louisville
Boone Lewis
Financial Advisor
Louisville
Brad Fry, CFA
Investment Analyst
Louisville
Brian Mattingly, MBA
Investment Analyst
Louisville
Brittany Lawson
Client Service Administrator
Louisville
Caitlin Yates
Investment Service Associate
Louisville
Cara Crawford
Client Service Manager
Louisville
Cathleen Westfall
Accountant
Louisville
Chase Norcini
Trading & Investment Associate
Louisville
Christie Ballenger
IT Support Coordinator
Louisville
Christina Davis
Senior Manager, Client Service
Louisville
Christina Stone
Risk Management Advisor
Louisville
Christine Stewart
Client Service Administrator
Louisville
Chuck Thieman, J.D., CHBC
Consultant
Louisville
Clay Keeley
Manager of Investment Education and Communication
Louisville
Clint Eakles, CFP®
Financial Advisor
Louisville
Colin Gray, CFP®
Director, Personal Planning Division
Louisville
Colin Wheeler, CFP®
Senior Financial Advisor
Louisville
Connor Powell, CPA, MBA
Tax and Business Advisor
Louisville
Courtney Woolever
HR Operations Coordinator
Louisville
Dan Cupkovic, CFP®
Director of Investments
Louisville
Danette Barnes
Senior Accountant
Louisville
Darcy James
Tax & Business Advisor
Louisville
Denise Bright
Operations Specialist
Louisville
Elaine Phillips
Senior Accountant
Louisville
Emily Herring
Tax and Business Advisor
Louisville
Emily Lykins
Client Service Administrator
Louisville
Erin Haynes Reed
Business Development, Corporate Solutions
Louisville
Erin O'Reilly
Financial Advisor
Louisville
Gavin Koenig, CRPC®, AIFA®, CPFA
Senior Financial Advisor
Louisville
Hunter Willis, CFP®, CAIA, CFA
Portfolio Manager
Louisville
Jacey Dakin, CEPA
Accountant
Louisville
Jamie Weissman, AIFA®, CPFA
Senior Financial Advisor
Louisville
Jan Peebles, IACCP®
Chief Compliance Officer
Louisville
Jason Brangers, EA
Personal & Business Services
Louisville
Jason Hill, CPA
Tax & Business Advisor
Louisville
Jason Waters, CFP®
VP, Personal Planning Division
Louisville
Jean Steffan
Accounting Coordinator
Louisville
Jeff Drake, CFP®, PMP®
Project Manager
Louisville
Jeff Graf, CPFA
Financial Advisor
Louisville
Jennifer A. Butt Huelsman, CFP®, AIF®
Financial Advisor
Louisville
Jeremy Davis, CFP®, CExP™
Financial Advisor
Louisville
Jim Trujillo, CFP®, PPC®
Financial Advisor
Louisville
Joe Reeves, CFP®
Chief Executive Officer
Louisville
Joe Surrell
Senior Financial Advisor
Louisville
Joe Tichenor, CFP®
Senior Financial Advisor
Louisville
Joe Zurschmiede
Financial Advisor & Legal Strategist
Louisville
Johanna Furlong
Compliance Associate
Louisville
Josh Herman
Tax and Business Advisor
Louisville
Justin Barley
Financial Advisor
Louisville
Justin Duncan
Compliance Associate
Louisville
Karen Clinkenbeard
Senior Accountant
Louisville
Katie Butler, CPA
Tax and Business Advisor
Louisville
Katie Pfeifer, CFP®
Financial Advisor
Louisville
Kelly Mangum
Client Service Administrator
Louisville
Kendra Thornburg
Client Service Administrator
Louisville
Kevin Boddy
Trading & Investment Associate
Louisville
Kevin Lynch, J.D., CFP®
Business Development, Senior Financial Advisor
Louisville
Kristie Bonifer
Client Service Administrator
Louisville
Lauren Seaman, MS-HRM
Director of Human Resources
Louisville
Lindsey Addison Shimin
Client Service Administrator
Louisville
Lindsey Chastain
Accounting Manager
Louisville
Lora Mohler
Client Service Administrator
Louisville
Lori Vowels
Senior Accountant
Louisville
Madeline Schreck
Financial Advisor
Louisville
Makayla Campbell
Accountant
Louisville
Mark Brown, CPA
Business Services Advisor
Louisville
Mark Priebe
Financial Advisor
Louisville
Matt Watkins, J.D., LL.M.
In-house Counsel & Financial Advisor
Louisville
Matt Westfall, CFA®
Director of Investment Operations
Louisville
Megan Tivitt
Senior Accountant
Louisville
Melanie Kennedy
Senior Accountant
Louisville
Michael Bryan, CPA
VP, Business Services Division
Louisville
Mike Waldridge, ChFC®
Senior Financial Advisor
Louisville
Morgan McDowell
Tax Compliance Process Manager
Louisville
Morgan Simpson
Senior Accountant
Louisville
Neal Donhoff, CFP®
Financial Advisor
Louisville
Neil Quinlan, CFP®
President
Louisville
Nick Jackson, J.D., AIF®, QPFC
Financial Advisor
Louisville
Nick Whitmer
Financial Advisor
Louisville
Nikki Hollis, CPA
Senior Tax & Business Advisor
Louisville
RC Bascur
Employee Experience Manager
Louisville
Rebecca D. Anderson
Implementation Manager
Louisville
Richie Phares
Business Services Advisor
Louisville
Robert E. Thieman, J.D., CPA
In-house Counsel & Business Advisor
Louisville
Ron Beaton, CFP®
Senior Financial Advisor
Louisville
Ron Butt, CFP®
Senior Financial Advisor
Louisville
Ryan Burch
Portfolio Manager
Louisville
Shane Hall, CFP®
Financial Advisor
Louisville
Shannon Jenkins, CPA, MBA, CEPA
Director of CFO & Accounting Services
Louisville
Shelby Babcock
Chief of Staff
Louisville
Stephanie Broughton
Director of Business Retirement Plan Services
Louisville
Steven Beck, J.D., CFP®
Estate Planning Specialist & Financial Advisor
Louisville
Tammy Golde, CFP®
Senior Manager, Planning Education & Quality Control
Louisville
Taylor Derringer
Business Development Associate
Louisville
Tim Hunt
IT Manager
Louisville
Todd Gruenig
Senior Financial 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
