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.
Client and Corporate Services
Lucas is an Associate in the Louisville office. His day-to-day responsibilities include researching and reporting daily market conditions, implementing clients’ portfolio allocations, and reporting and fixing any errors that may occur in various systems.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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