Advisor profile


My approach

I have deep roots in Lexington. I value family, friends and community. For me, financial planning means helping my neighbors retire without worry. It means local kids have every chance to reach their dreams. Building a stronger Kentucky is the thread that connects the work I do as an advisor. I'm proud of where I am from and try to make it better every day.

9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Investment Management
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Accounting, Univeristy of Kentucky, Lexington, KY
  • Bachelor of Business Administration in Finance, University of Kentucky, Lexington, KY

Awards & recognition

  • Triple Crown Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

National Day of Service volunteering at Lifeline Christian Mission in Lexington
National Day of Service volunteering at Lifeline Christian Mission in Lexington

-Leadership Lexington Participant 2019-2020

-Volunteer at the Ronald McDonald House in Lexington, KY and Louisville, KY

-Volunteer bell ringer during the holidays for the Salvation Army

-Ambassador and Volunteer for Lexington Habitat for Humanity

-Volunteer at Lifeline Christian Mission in Lexington, KY

Interests

I am married to Jimmy Lyttle, and we reside in Lexington, KY. We are originally from opposite sides of the state (he is from Eastern Kentucky and I am from Western Kentucky), but we met in Lexington and loved this city so much that we have made it our home.

I play piano regularly and enjoy reading books when I have free time.

I am an University of Kentucky sports fan, and my husband and I rarely miss watching a UK football or basketball game.

I have two nephews and a niece that I love to spend time with and visit whenever I can.