Broker Check

Our Team

EXECUTIVE TEAM

WEALTH PLANNERS

Jonathan  Upton CFP®

Jonathan Upton, CFP®

Wealth Plan Investment Strategist

(502) 690-6764

(502) 742-2412

Rod Brooks

Rod Brooks

Senior Vice President & Wealth Advisor

(502) 690-6764

(502) 742-2412

Greg Smith

Greg Smith, CFP®

Senior Wealth Advisor

(502) 690-6764

(502) 742-2412

Neil Watkins

Neil Watkins

Senior Wealth Advisor

(502) 690-6764

(502) 742-2412

Bruce  Lindsay

Bruce Lindsay

Senior Wealth Advisor

(502) 690-6764

(502) 742-2412

OPERATIONS

John Hutchins

John "JC" Hutchins

Director of Client Services

(502) 690-6764

(502) 742-2412

Carla  Minahan

Carla Minahan

Technology Specialist/Senior Client Service Specialist

(502) 690-6764

(502) 742-2412

Taylor Lotze

Taylor Lotze

Service Specialist

(502) 690-6764

(502) 742-2412