Broker Check

Our Team

Executive Team


Mark T. Lamkin

Mark T. Lamkin, CFP®

Founder and CEO

(502) 690-6764
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Doug Obradovich

Doug Obradovich

President

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Wealth Planners


Jonathan Upton

Jonathan Upton, CFP®

Wealth Plan Investment Strategist

(502) 690-6764
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Rod Brooks

Rod Brooks

Senior Vice President & Wealth Advisor

(502) 690-6764
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Greg Smith, CFP®

Greg Smith, CFP®

Senior Wealth Advisor

(502) 690-6764
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Neil Watkins

Neil Watkins

Senior Wealth Advisor

(502) 690-6764
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Luke Hancock

Bruce Lindsay, CFP®

Senior Wealth Advisor

(502) 690-6764
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Operations


Jennifer Lamkin

Jennifer Lamkin

Event Coordinator

(502) 690-6764
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John Hutchins

John "JC" Hutchins

Director of Client Services

(502) 690-6764
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Carla Minahan

Carla Minahan

Technology Specialist & Senior Client Service Specialist

(502) 690-6764
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Stacia Richards

Stacia Richards

Senior Client Service Specialist

(502) 690-6764
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Jenny Gray

Jenny Gray

Senior Client Service Specialist

(502) 690-6764
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Taylor Lotze

Taylor Lotze

Service Specialist

(502) 690-6764
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Carlene Apple

Carlene Apple

Receptionist

(502) 690-6764
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