We love getting to know you! We believe you think and work differently when you genuinely know someone – who they are, what they are about, what’s truly important to them, and what they want to accomplish.
Andrew has experience in all aspects of financial planning for individuals and business retirement plans. He earned a Master's degree in Business Administration with a concentration in Data Analytics from the University of Louisville and a Bachelor's Degree in Finance from the University of South Carolina - Aiken. Andrew enjoys kayaking, barbecue, and spending time with his wife and their great dane, Julep.
Michael earned his Bachelor's degree in Finance from Mount Vernon Nazarene University in central Ohio with a minor in Financial Planning. He is a registered paraplanner currently pursuing the CFP®(Certified Financial Planner™) designation. Michael enjoys watching the Cleveland Indians, golfing, running, reading and spending time with friends.
Greg has worked in the financial services industry for more than 20 years. He has a BA from Murray State University and an MAT from Bellarmine University. Greg is active in High School Ministry and the Love the Ville Community. He lives in Louisville with his wife and children.
Laura has been a member of the team since 1997 and holds a Bachelor's degree in Public Finance from Indiana University. She is the liaison between the practice and Ameriprise corporate office, and coordinates the daily operation of the practice. Laura resides in southern Indiana with her two children and her pup, Dot.
Jenn has several years in the hospitality industry and enjoys working with people. She moved to Louisville in 2015 with her husband and two daughters. Jenn handles the coordination of client meetings for all advisors and provides support for the day to day operations. Jenn enjoys spending time with her family and two dogs.
Juliana earned her Bachelor's degree in Business Administration with an emphasis in Marketing from Campbellsville University. She provides support for day-to-day operations. Juliana enjoys crafts, camping and spending time with her husband and she resides in Louisville.
Phil holds a degree in General Business from Indiana University. He assists with the team's client service operations. Phil enjoys playing golf and softball, and he currently resides in Louisville.
Tifany earned her Bachelor's degree in Finance from Indiana University with a minor in Economics. She has experience with financial planning and provides support with meeting preparations. Tifany enjoys reading, being outdoors, watching IU basketball, and spending time with friends and family. She currently resides in Southern Indiana with her husband and dog.
Chelsea earned her Bachelor's in Human Development and Family Studies from the University of Alabama. She handles seminar and event planning along with marketing and business events.
Kelsey comes from an extensive background in customer service, accounting and administrative positions. She facilitates the movement of processes throughout the practice and provides support for day-to-day operations. She enjoys watching football and camping with her family. She resides in Shelbyville, KY with her husband and son.
Amanda has a degree in Elementary Education from Purdue University. She was an elementary teacher for ten years and owned her own small business for five years. She moved to Louisville in 2011 with her husband and three children. Amanda handles the coordination of client meetings and provides support for day-to-day operations. Amanda enjoys reading, the beach, and spending time with her family.
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This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive
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