Advisors

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 | Personal Planning

Adam Hornek, CFP®

Personal Planning

Louisville
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Angie Morrison | Business Services

Angie Morrison, CPA

Business Services

Louisville
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Austin Jones | Personal Planning

Austin Jones

Personal Planning

Louisville
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Ben Hardigg | Personal Planning

Ben Hardigg, CFP®

Personal Planning

Cincinnati
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Bryan Peebles | Personal & Business Services

Bryan Peebles, CPFA

Personal & Business Services

Bowling Green
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Cameron Brown | Personal Planning

Cameron Brown, CTFA, CFP®

Personal Planning

Elizabethtown
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Chris Green | Business Services

Chris Green, CPA

Business Services

Louisville
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Chris Morgan | Business Services

Chris Morgan

Business Services

Louisville
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Clay Keeley | Investments

Clay Keeley

Investments

Louisville
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Clint Eakles | Personal Planning

Clint Eakles, CFP®

Personal Planning

Louisville
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Colin Gray | Personal Planning

Colin Gray, CFP®

Personal Planning

Louisville
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Colin Wheeler | Personal Planning

Colin Wheeler

Personal Planning

Louisville
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Colleen Abate | Personal Planning

Colleen Abate

Personal Planning

Louisville
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Connor Powell | Business Services

Connor Powell, CPA, MBA

Business Services

Louisville
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Dan Cupkovic | Director of Investments

Dan Cupkovic, CFP®

Director of Investments

Louisville
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Dave Zimmerman | Personal & Business Services

Dave Zimmerman, CLU®, ChFC®, CExP™

Personal & Business Services

Louisville
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Dena R. Nelsen | Personal Planning

Dena R. Nelsen, CFP®

Personal Planning

Bowling Green
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Diane Hansen | Risk Management

Diane Hansen

Risk Management

Louisville
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Dr. Indu Chhachhi | Personal Planning

Dr. Indu Chhachhi

Personal Planning

Bowling Green
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Erin Haynes Reed | Corporate Services

Erin Haynes Reed

Corporate Services

Louisville
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Gavin Koenig | Personal & Business Services

Gavin Koenig, CRPC®, AIFA®, CPFA

Personal & Business Services

Louisville
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Jamie Weissman | Business Services

Jamie Weissman, AIFA®, CPFA

Business Services

Louisville
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Jason Brangers | Personal & Business Services

Jason Brangers, EA

Personal & Business Services

Louisville
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Jason Simpson | Personal & Business Services

Jason Simpson, CFP®

Personal & Business Services

Bowling Green
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Jason Waters | Personal Planning

Jason Waters, CFP®

Personal Planning

Louisville
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Jeanne J. Fisher | Personal & Business Services

Jeanne J. Fisher, MBA, CFP®, CPFA

Personal & Business Services

Bowling Green
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Jennifer A. Butt Huelsman | Personal & Business Services

Jennifer A. Butt Huelsman, CFP®, AIF®

Personal & Business Services

Louisville
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Jeremy Davis | Personal & Business Services

Jeremy Davis, CFP®, CExP™

Personal & Business Services

Louisville
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Jim Downing | Personal Planning

Jim Downing

Personal Planning

Cincinnati
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Jim Trujillo | Personal & Business Services

Jim Trujillo, CFP®, CCFS™

Personal & Business Services

Louisville
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Joe Reeves | Personal Planning

Joe Reeves, CFP®

Personal Planning

Louisville
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Joe Surrell | Personal Planning

Joe Surrell

Personal Planning

Louisville
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Joe Tichenor | Personal Planning

Joe Tichenor, CFP®

Personal Planning

Louisville
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Jordan Green | Business Services

Jordan Green, J.D.

Business Services

Louisville
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Katie Pfeifer | Personal Planning

Katie Pfeifer, CFP®

Personal Planning

Louisville
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Kelly Emerine | Business Services

Kelly Emerine

Business Services

Elizabethtown
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Kevin Lynch | Personal Planning

Kevin Lynch, J.D., CFP®

Personal Planning

Louisville
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Landon Brantley | Personal & Business Services

Landon Brantley

Personal & Business Services

Louisville
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Lindsey Chastain | Business Services

Lindsey Chastain

Business Services

Louisville
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Manuel Ortiz Smith | Personal Planning

Manuel Ortiz Smith

Personal Planning

Indianapolis
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Mark Brown | Business Services

Mark Brown, CPA

Business Services

Louisville
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Matt Watkins | Business Services

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

Business Services

Louisville
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Matt Westfall | Investments

Matt Westfall, CFA®

Investments

Louisville
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Michael Bryan | Personal & Business Services

Michael Bryan, CPA

Personal & Business Services

Louisville
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Michael T. Moore, Jr. | Personal Planning

Michael T. Moore, Jr.

Personal Planning

Cincinnati
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Mike Skura | Investments

Mike Skura

Investments

Louisville
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Mike Waldridge | Personal Planning

Mike Waldridge, ChFC®

Personal Planning

Louisville
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Neal Donhoff | Personal Planning

Neal Donhoff

Personal Planning

Louisville
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Neil Quinlan | Personal Planning

Neil Quinlan, CFP®

Personal Planning

Louisville
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Pete Walkey | Personal & Business Services

Pete Walkey, CPFA

Personal & Business Services

Indianapolis
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PJ Gibbs | Personal Planning

PJ Gibbs, CFP®

Personal Planning

Louisville
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Ray Llewellyn | Personal Planning

Ray Llewellyn

Personal Planning

Grand Rapids
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Rebecca D. Anderson | Business Services

Rebecca D. Anderson

Business Services

Louisville
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Rob Tittle | Personal Planning

Rob Tittle

Personal Planning

Elizabethtown
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Robert M. Curry | Personal Planning

Robert M. Curry, CFP®

Personal Planning

Indianapolis
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Ron Butt | Personal & Business Services

Ron Butt, CFP®

Personal & Business Services

Louisville
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Shane Hall | Personal Planning

Shane Hall, CFP®

Personal Planning

Louisville
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Shari K. Hooper | Personal Planning

Shari K. Hooper

Personal Planning

Grand Rapids
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Stephanie Mobley | Business Services

Stephanie Mobley

Business Services

Louisville
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Steve Aretakis | Business Services

Steve Aretakis

Business Services

Louisville
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Steve Wahl | Personal Planning

Steve Wahl

Personal Planning

Cincinnati
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Steven Beck | Personal & Business Services

Steven Beck, J.D., CFP®

Personal & Business Services

Louisville
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Steven Kramer | Personal Planning

Steven Kramer, CFP®

Personal Planning

Cincinnati
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Tammy Golde | Personal Planning

Tammy Golde, CFP®

Personal Planning

Louisville
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Troy Hawkins | Business Services

Troy Hawkins, CPA, ABV

Business Services

Louisville
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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

Norwalk

101 Merritt 7 Corporate Park
Third Floor
Norwalk, CT 06851
866.568.9719

Elizabethtown

1690 Ring Road
Suite 110
Elizabethtown, KY 42701
866.568.9719

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.

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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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