Location
Louisville

Our Louisville Office

Meet Our Louisville Colleagues

Senior Associate

Rebecca D. Anderson

Principal

Jackie Armistead

Associate

Principal

Associate

Laurie Beth Baird, CFP®, CPA, JD

Principal

Associate

Leslie Ballantine, AIF®, CPFA, NQPA™, QKA®

Senior Associate

Christie Ballenger

Senior Associate

Justin Barley, CFP®

Principal

Associate

Associate

Steven Beck, CFP®, JD

Principal

Rebekah Bennett

Associate

Steve Blair, CFE

Senior Associate

Senior Associate

Kristie Bonifer

Senior Associate

Jason “J.B.” Brangers, EA

Partner

Landon Brantley, CFP®

Principal

Andria Brewer, PCM®, CDMP®

Senior Associate

Alec Broughton, CFP®, FBS®

Principal

Stephanie Broughton, ARPS, CPFA, NQPA™

Principal

Mark Brown, CPA

Principal

Associate

Michael Bryan, CPA

Partner

Ryan Burch, CFA

Principal

Katie Butler, CPA

Principal

Associate

Lindsey Chastain, CPA

Principal

Charlene Chessler, CPA

Senior Associate

Associate

Karen Clinkenbeard

Senior Associate

Associate

Senior Associate

Associate

Associate

Dan Cupkovic, CFP®

Partner

Jeremy Davis, CFP®, CEPA®, CExP™, CHBC

Principal

Christina Davis

Senior Associate

Taylor Derringer

Senior Associate

Neal Donhoff, CFP®

Principal

Julio V. Driggs, JD, CFP®

Principal

Associate

Senior Associate

Angie Duncan, CPA, NQPA™

Partner

Associate

Clint Eakles, CFP®

Principal

Senior Associate

Principal

Eldar Feyzulov, CFP®

Senior Associate

Associate

Johanna Furlong

Senior Associate

Senior Associate

Senior Associate

Associate

Tamara Golde, CFP®

Senior Associate

Jeff Graf, CPFA, NQPA™

Principal

Senior Associate

Colin Gray, CFP®

Partner

Todd Gruenig, CFP®

Principal

Shane Hall, CFP®, CAIA, CPWA®

Principal

Ben Hardin, CFP®

Principal

Amanda Harris, CPA

Senior Associate

Ashley P. Hembree, CFP®

Principal

Senior Associate

Emily L. Herring, CPA

Principal

Jason Hill, CEPA®, CPA

Principal

Associate

Adam Hornek, CFP®

Partner

Caroline Houchins, SHRM-CP

Senior Associate

Jenny Huelsman, CFP®, CSA®

Principal

Senior Associate

Nick Jackson, CFP®, AIF®, JD, QPFC®

Principal

Associate

Shannon Jenkins, CEPA®, CFP®, CPA

Partner

Zach Johnstone, CISM®, CISA®, CRISC®

Principal

Austin Jones, CFP®

Principal

Associate

Associate

Gavin W. Koenig, CEPA®, AIFA®, CRPC®

Principal

Caroline Koenig

Associate

Associate

Senior Associate

Lesleigh Lowman

Associate

Associate

Senior Associate

Brian Mattingly, CFA

Principal

Vince Mazzone, JD, EA

Principal

Chuck McCurdy, CFA

Principal

Morgan McDowell

Senior Associate

Patrick McGuire, CPA

Principal

Abby Miles, CFP®

Senior Associate

Justin Mitchell

Associate

Paul Moretti, CEPA®

Principal

Associate

Associate

Chase Norcini, CFA

Senior Associate

Jeramie O’Bryan

Principal

Principal

Barbara Passafiume

Senior Associate

Associate

Associate

Katie Pfeifer, CFP®

Partner & Head of Workplace Solutions

Richie Phares, CAIA

Principal

Carman Phillips

Associate

Erin Piscitelli, CFP®

Principal

Connor Powell, CPA

Principal

Mark Priebe, CPFA, NQPA™

Senior Associate

Neil Quinlan, CFP®, PMP®

Partner & Head of Operations

Joe Reeves, CFP®

Partner & National Practice Leader

Ally Reeves, CFP®

Senior Associate

Dalton Rinehart

Senior Associate

Associate

Lauren Seaman, SHRM-CP

Principal

Micah Sellinger

Associate

Associate

Lindsey Shimin, ARPS

Senior Associate

Chad Shoemaker, CPA

Senior Associate

Senior Associate

Senior Associate

Christina Simpson

Associate

Senior Associate

Will Spence, CFA

Principal

Associate

Alanson Stumler

Associate

Associate

Dawson Swindler

Associate

Principal

Associate

Robert E. Thieman, CPA, JD

Principal

Kendra Thornburg

Senior Associate

Joe Tichenor, CFP®

Partner

Megan Tivitt, CPA

Senior Associate

Associate

Jim Trujillo, CFP®

Principal

Associate

Senior Associate

Mirza Ugarak, CFP®

Senior Associate

Daniel Waddell, JD

Senior Associate

Mike Waldridge, ChFC®

Partner

Associate

Jacob Ward, CFP®, CPA

Senior Associate

Jason Waters, CFP®

Partner & Market Leader

Matt Watkins, CPWA®

Partner

Matt Westfall, CFA

Partner & Head of Portfolio Management

Cathleen Westfall

Senior Associate

Colin Wheeler, CFP®

Partner

Associate

Associate

Timothy A. Wissing, EA

Principal

Courtney Woolever, SHRM-CP

Senior Associate

Amanda E. Yearns

Associate

Joe Zurschmiede, CFP®, JD

Senior Associate

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard

Lead Concierge

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

<img src="https://ceritypartners.com/wp-content/uploads/2023/10/CERITY-BUBBLES_Dustin-Ribergaard.webp">

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

blog image background

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

blog image background

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…

blog image background

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

For general inquiries, click here | For institutions and non-profits, click here

For general inquiries, click here
For institutions and non-profits, click here

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

<img src="https://ceritypartners.com/wp-content/uploads/2023/10/CERITY-LARGE_Dustin-Ribergaard.webp" alt="Headshot of Dustin Ribergaard">

Dustin Ribergaard

Lead Concierge

<img src="https://ceritypartners.com/wp-content/uploads/2023/10/CERITY-LARGE_Dustin-Ribergaard.webp" alt="Headshot of Dustin Ribergaard">

Dustin Ribergaard

Lead Concierge

For general inquiries, click here | For institutions and non-profits, click here

Learn about our Privacy Policy

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

blog image background

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

blog image background

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…

blog image background

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…