Triple Crown Advisors

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Jake Fink

Jake Fink

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jake Fink's website
Shelby Gregory Fink

Shelby Gregory Fink

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Shelby Gregory Fink's website
Todd Metcalf

Todd Metcalf

CFP®, CRPC®, ChSNC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Todd Metcalf's website
Stephanie Lyttle

Stephanie Lyttle

CFP®, CPA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Stephanie Lyttle's website
Lanie Phillips

Lanie Phillips

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Lanie Phillips's website

Team

Helen Bourne

Helen Bourne

Client Service Coordinator

Qualifications

  • 8 Years of Experience in Administrative Office Support
  • Joined Ameriprise in September 2018
  • Notary Public, Fayette Co, KY

Roles & Responsibilities

  • Office Management & Scheduling
  • Client Service Relationships
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Angie Haddock

Angie Haddock

Office Manager

Qualifications

  • 21 Years of Experience in the Financial Services Industry
  • Joined Ameriprise in November 2015
  • Notary Public in Jefferson County, KY

Roles & Responsibilities

  • Louisville Office Manager
  • Client Service Relationships
  • Account Transactions
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Danae Kesterson

Danae Kesterson

Administrative Assistant

Qualifications

  • 24 Years of Administrative Experience
  • Joined Ameriprise in June 2017

Roles & Responsibilities

  • Administrative Assitant for Shelby Fink
  • Client Service Relationships
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Paige Smith

Paige Smith

Client Relationship Manager

Qualifications

  • 17 Years of Experience in the Financial Services Industry
  • Joined Ameriprise in April 2016

Roles & Responsibilities

  • Client Service Relationships
  • Social Media Coordinator
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Adam Roush

Adam Roush

Administrative Assistant