Our Mission:

To honor your journey toward a financial future filled with confidence and security.

Our Vision:

To be your most trusted financial advisors building on our relationship through our financial experience, disciplined approach and compassion.

Our Values:

  • Integrity
  • Wellbeing
  • Meaningful relationships
  • Excellence
  • Lifelong learning

Our advisors

Tracy Redmon, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

Tracy Redmon

MBA, CFP®, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tracy Redmon
Brian Haehl, Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Brian Haehl

CFP®, BFA, ChFC®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Haehl
Scott Dingle, Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Scott Dingle

CLTC®

Financial Advisor

Insurance Specialist
Learn more about Scott Dingle
Belinda Gantz, Associate Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Belinda Gantz

Associate Financial Advisor

Operations Manager
Learn more about Belinda Gantz
Emma Mullins, Associate Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Emma Mullins

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Emma Mullins
Matthew Craig Lively, Associate Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Matthew Craig Lively

Associate Financial Advisor

Learn more about Matthew Craig Lively
Thomas Harvey, Associate Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Thomas Harvey

Associate Financial Advisor

Learn more about Thomas Harvey

Our team

Jewell Currie

Jewell Currie

Client Service Manager

Personal Intro

I moved here in 2005 from Atlanta, Georgia with my husband and 3 daughters. In Atlanta I worked on the Account Service team at Fletcher Martin Ewing, but totally switched gears here in Louisville most recently working in the school system with children with additional needs. In my free-time I love cooking, gardening and spending time with my daughters.

Roles & Responsibilities

  • Client Reception, Scheduling/ Meeting Coordination, Client Service, and Administrative Tasks
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