Our Kentucky Offices

Our colleagues are passionate about positively impacting the financial well-being of individuals and communities in Kentucky, and share a steadfast commitment to providing unbiased advice and comprehensive financial management.

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 Kentucky? Our advisors are not bound by geography. They work with clients across the country.

Bardstown Office

Our Bardstown office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Bowling Green Office

Our Bowling Green office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Elizabethtown Office

Our Elizabethtown office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Louisville Office

Our Louisville office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Meet Our Kentucky Colleagues

Senior Associate

Principal

Associate

Principal

Associate

Partner

Associate

Senior Associate

Senior Associate

Principal

Associate

Associate

Principal

Associate

Senior Associate

Senior Associate

Associate

Partner

Principal

Senior Associate

Principal

Principal

Principal

Principal

Associate

Partner

Principal

Principal

Associate

Partner

Principal

Senior Associate

Principal

Senior Associate

Principal

Associate

Senior Associate

Associate

Senior Associate

Associate

Senior Associate

Associate

Associate

Associate

Senior Associate

Associate

Senior Associate

Associate

Partner

Associate

Partner

Senior Associate

Associate

Senior Associate

Principal

Principal

Associate

Senior Associate

Partner

Associate

Senior Associate

Principal

Associate

Senior Associate

Principal

Senior Associate

Associate

Senior Associate

Associate

Associate

Senior Associate

Senior Associate

Associate

Senior Associate

Associate

Senior Associate

Principal

Senior Associate

Associate

Partner

Associate

Principal

Principal

Principal

Principal

Principal

Senior Associate

Principal

Associate

Senior Associate

Principal

Principal

Associate

Partner

Senior Associate

Principal

Senior Associate

Principal

Associate

Partner

Senior Associate

Senior Associate

Principal

Principal

Associate

Senior Associate

Associate

Senior Associate

Principal

Associate

Principal

Associate

Senior Associate

Associate

Senior Associate

Principal

Associate

Associate

Senior Associate

Associate

Principal

Principal

Principal

Senior Associate

Principal

Senior Associate

Associate

Associate

Associate

Associate

Senior Associate

Associate

Senior Associate

Senior Associate

Principal

Principal

Senior Associate

Senior Associate

Senior Associate

Associate

Associate

Associate

Partner & Head of Workplace Solutions

Principal

Associate

Principal

Principal

Senior Associate

Partner & Head of Operations

Partner

Senior Associate

Principal

Associate

Associate

Senior Associate

Associate

Principal

Associate

Associate

Principal

Associate

Associate

Senior Associate

Senior Associate

Principal

Senior Associate

Associate

Senior Associate

Principal

Principal

Senior Associate

Associate

Associate

Associate

Principal

Associate

Principal

Senior Associate

Partner

Principal

Senior Associate

Associate

Principal

Associate

Senior Associate

Senior Associate

Senior Associate

Partner

Associate

Senior Associate

Associate

Partner & Market Leader

Partner

Associate

Partner & Head of Portfolio Management

Senior Associate

Partner

Associate

Principal

Senior Associate

Senior Associate

Associate

Senior Associate