Triple Crown Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Triple Crown Advisors
Team photo for Triple Crown Advisors

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Advisors

Advisor photo for Stephanie Lyttle

Stephanie Lyttle

CFP®, CPA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Stephanie Lyttle's website
Advisor photo for Jake Fink

Jake Fink

CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Jake Fink's website
Advisor photo for Shelby Gregory Fink

Shelby Gregory Fink

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Shelby Gregory Fink's website
Advisor photo for Todd Metcalf

Todd Metcalf

CFP®, CRPC, ChSNC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Todd Metcalf's website
Advisor photo for Lanie Phillips

Lanie Phillips

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Lanie Phillips's website
Advisor photo for Myra Ryan

Myra Ryan

CFP®, CPA, MBA

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Myra Ryan's website


Team

Angie Frazier

Angie Frazier

Investment Manager

Roles & Responsibilities

  • Investment Operations Manager
  • Client Service Relationships
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Caitlyn D'Aniello

Caitlyn D'Aniello

Financial Planning Specialist,

Client Relationship Manager

Qualifications

  • Graduated from UK in 2016

Roles & Responsibilities

  • Administrative Assistant for Shelby Fink
  • Client Relationship Manager
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Helen Bourne

Helen Bourne

Operations Manager

Roles & Responsibilities

  • Office Management & Scheduling
  • Client Service Relationships
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Maya Dalton

Maya Dalton

Client Relationship Manager

Qualifications

  • Graduated from University of the Cumberlands in May 2024

Roles & Responsibilities

  • Client Relationship Manager
  • Social Media Manager
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Nina Jacobs

Nina Jacobs

Client Relationship Manager

Qualifications

  • Graduated from UK in May 2024

Roles & Responsibilities

  • Client Service Relationships
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Paige Smith

Paige Smith

Client Relationship Manager

Roles & Responsibilities

  • Client Service Relationships
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