Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Offices:
They utilize advanced planning techniques and investment strategies to help high-net-worth families, businesses and nonprofit organizations mitigate risk, achieve better outcomes, and ease their administrative responsibilities.
We have vast experience and expertise in investment management, estate planning, tax planning and preparation, nonprofit financial management, holistic wealth management, and much more.
Not from Louisville? Our advisors are not bound by geography. They work with clients across the country.
2201 High Wickham Place
Louisville, Kentucky 40245
We're comprised of:
Shelby Babcock
Principal
Shane Hall, CFP®, CAIA
Carlie Palmer
Katie Pfeifer, CFP®
Partner
Carman Phillips
Associate
Joe Reeves, CFP®
Partner & Market Leader
Lyric Smith
Senior Associate
Eric Towell, CFP®
Jason Waters, CFP®
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Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Daniel Park
Curious about learning more? Let’s talk.
