Broker Check

Our Team

EXECUTIVE TEAM

Executive Team

WEALTH PLANNERS

Wealth Planners

Craig Cowan

Craig Cowan

Director of Business Development

(502) 690-6764

(502) 742-2412

OPERATIONS

Operations

Jennifer Lamkin

Jennifer Lamkin

Event Coordinator

(502) 690-6764

(502) 742-2412

Taylor Lotze

Taylor Lotze

Service Specialist

(502) 690-6764

(502) 742-2412

Donna  Passmore

Donna Passmore

Client Service Concierge

(502) 690-6764

(502) 742-2412

Lucky Lamkin

Lucky Lamkin

Head of Security