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, CFP®. CCFS®

Financial Advisor

Louisville
Amanda Holmes | Senior Accountant

Amanda Holmes

Senior Accountant

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
Bill Armistead | Senior Financial Advisor

Bill Armistead

Senior Financial Advisor

Louisville
Bob Thieman | Accountant

Bob Thieman

Accountant

Louisville
Boone Lewis | Financial Associate

Boone Lewis

Financial Associate

Louisville
Brad Fry | Trading & Investment Associate

Brad Fry

Trading & Investment Associate

Louisville
Brian Mattingly | Investment Analyst

Brian Mattingly, MBA

Investment Analyst

Louisville
Brittany Lawson | Client Service Administrator

Brittany Lawson

Client Service Administrator

Louisville
Caitlin Yates | Investment Service Associate

Caitlin Yates

Investment Service Associate

Louisville
Cara Crawford | Client Service Manager

Cara Crawford

Client Service Manager

Louisville
Cathleen Westfall | Accountant

Cathleen Westfall

Accountant

Louisville
Chase Norcini | Trading & Investment Associate

Chase Norcini

Trading & Investment Associate

Louisville
Christie Ballenger | IT Support Coordinator

Christie Ballenger

IT Support Coordinator

Louisville
Christina Davis | Senior Manager, Client Service

Christina Davis

Senior Manager, Client Service

Louisville
Christina Stone | Risk Management Advisor

Christina Stone

Risk Management Advisor

Louisville
Christine Stewart | Client Service Administrator

Christine Stewart

Client Service Administrator

Louisville
Chuck Thieman | Consultant

Chuck Thieman, J.D., CHBC

Consultant

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 | Director, Personal Planning Division

Colin Gray, CFP®

Director, Personal Planning Division

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
Courtney Woolever | HR Operations Coordinator

Courtney Woolever

HR Operations Coordinator

Louisville
Dan Cupkovic | Director of Investments

Dan Cupkovic, CFP®

Director of Investments

Louisville
Danette Barnes | Senior Accountant

Danette Barnes

Senior Accountant

Louisville
Darcy James | Tax & Business Advisor

Darcy James

Tax & Business Advisor

Louisville
Denise Bright | Operations Specialist

Denise Bright

Operations 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 | Business Development, Corporate Solutions

Erin Haynes Reed

Business Development, Corporate Solutions

Louisville
Erin O'Reilly | Financial Advisor

Erin O'Reilly

Financial Advisor

Louisville
Gavin Koenig | Senior Financial Advisor

Gavin Koenig, CRPC®, AIFA®, CPFA

Senior Financial Advisor

Louisville
Gregory King | Senior Tax Advisor

Gregory King

Senior Tax Advisor

Louisville
Hunter Willis | Portfolio Manager

Hunter Willis, CFP®, CAIA, CFA

Portfolio Manager

Louisville
Jacey Dakin | Accountant

Jacey Dakin

Accountant

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 Hill | Tax & Business Advisor

Jason Hill, CPA

Tax & Business Advisor

Louisville
Jason Waters | VP, Personal Planning Division

Jason Waters, CFP®

VP, Personal Planning Division

Louisville
Jean Steffan | Accounting Coordinator

Jean Steffan

Accounting Coordinator

Louisville
Jeff Drake | Project Manager

Jeff Drake, CFP®, PMP®

Project Manager

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
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
Joe Zurschmiede | Legal Strategist

Joe Zurschmiede

Legal Strategist

Louisville
Johanna Furlong | Compliance Associate

Johanna Furlong

Compliance Associate

Louisville
Josh Herman | Tax and Business Advisor

Josh Herman

Tax and Business Advisor

Louisville
Justin Barley | Financial Advisor

Justin Barley

Financial Advisor

Louisville
Justin Duncan | Compliance Associate

Justin Duncan

Compliance Associate

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 | Client Service Administrator

Kelly Mangum

Client Service Administrator

Louisville
Kendra Thornburg | Client Service Administrator

Kendra Thornburg

Client Service Administrator

Louisville
Kevin Boddy | Trading & Investment Associate

Kevin Boddy

Trading & Investment Associate

Louisville
Kevin Lynch | Business Development, Senior Financial Advisor

Kevin Lynch, J.D., CFP®

Business Development, 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
Lauren Seaman | Director of Human Resources

Lauren Seaman, MS-HRM

Director of Human Resources

Louisville
Lindsey Addison Shimin | Client Service Administrator

Lindsey Addison Shimin

Client Service Administrator

Louisville
Lindsey Chastain | Accounting Manager

Lindsey Chastain

Accounting Manager

Louisville
Lora Mohler | Client Service Administrator

Lora Mohler

Client Service Administrator

Louisville
Lori Vowels | Senior Accountant

Lori Vowels

Senior Accountant

Louisville
Madeline Schreck | Financial Advisor

Madeline Schreck

Financial Advisor

Louisville
Makayla Campbell | Accountant

Makayla Campbell

Accountant

Louisville
Mark Brown | Business Services Advisor

Mark Brown, CPA

Business Services Advisor

Louisville
Mark Priebe | Financial Advisor

Mark Priebe

Financial Advisor

Louisville
Matt Watkins | In-house Counsel & Financial Advisor

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

In-house Counsel & Financial Advisor

Louisville
Matt Westfall | Director of Investment Operations

Matt Westfall, CFA®

Director of Investment Operations

Louisville
Megan Tivitt | Accountant

Megan Tivitt

Accountant

Louisville
Melanie Kennedy | Senior Accountant

Melanie Kennedy

Senior Accountant

Louisville
Michael Bryan | VP, Business Services Division

Michael Bryan, CPA

VP, Business Services Division

Louisville
Mike Waldridge | Senior Financial Advisor

Mike Waldridge, ChFC®

Senior Financial Advisor

Louisville
Morgan McDowell | Tax Compliance Process Manager

Morgan McDowell

Tax Compliance Process Manager

Louisville
Morgan Simpson | Accountant

Morgan Simpson

Accountant

Louisville
Neal Donhoff | Financial Advisor

Neal Donhoff, CFP®

Financial Advisor

Louisville
Neil Quinlan | President

Neil Quinlan, CFP®

President

Louisville
Nick Jackson | Financial Advisor

Nick Jackson, J.D., AIF®, QPFC

Financial Advisor

Louisville
Nick Whitmer | Financial Advisor

Nick Whitmer

Financial Advisor

Louisville
Nikki Hollis | Senior Tax & Business Advisor

Nikki Hollis, CPA

Senior Tax & Business 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
Robert E. Thieman | In-house Counsel & Business Advisor

Robert E. Thieman, J.D., CPA

In-house Counsel & Business 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
Shane Hall | Financial Advisor

Shane Hall, CFP®

Financial Advisor

Louisville
Shannon Jenkins | Director of CFO & Accounting Services

Shannon Jenkins, CPA, MBA

Director of CFO & Accounting Services

Louisville
Shelby Babcock | Executive Assistant

Shelby Babcock

Executive Assistant

Louisville
Stephanie Broughton | Director of Business Retirement Plan Services

Stephanie Broughton

Director of Business Retirement Plan Services

Louisville
Steven Beck | Estate Planning Specialist & Financial Advisor

Steven Beck, J.D., CFP®

Estate Planning Specialist & Financial Advisor

Louisville
Tammy Golde | Senior Manager, Planning Education & Quality Control

Tammy Golde, CFP®

Senior Manager, Planning Education & Quality Control

Louisville
Tanee Brewer | Senior Accountant

Tanee Brewer

Senior Accountant

Louisville
Taylor Derringer | Business Development Associate

Taylor Derringer

Business Development Associate

Louisville
Tim Hunt | IT Manager

Tim Hunt

IT Manager

Louisville
Todd Gruenig | Senior Financial Advisor

Todd Gruenig

Senior Financial 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

Office Locations

Louisville

2201 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 42103
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

2901 Ring Rd

Elizabethtown, KY 42701
SCA 270.769.6371

270.990.9000

Paducah

4730 Village Square Drive
Suite 100
Paducah, KY 42001
270.443.8711

Bardstown

713 McDowell Blvd
Bardstown, KY 40004
502.348.1433

Atlanta

3625 Cumberland Blvd., Suite 1485
Atlanta, GA 30339
678.681.9518

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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