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

MBA, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Tracy Redmon

Brian Haehl

CFP®, BFA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Haehl

Thomas Harvey

BFA, AIF®

Associate Financial Advisor

Investment Manager
Learn more about Thomas Harvey

Matthew E Miller

Associate Financial Advisor

Learn more about Matthew E Miller

John Ryan

CFP®

Associate Financial Advisor

Learn more about John Ryan

Logan Lee

Associate Financial Advisor

Learn more about Logan Lee


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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George Reed

George Reed

Operations Director

Personal Intro

George Reed is a motivated, future - focused leader with over 25 years of transferable experiences developing and executing dynamic business strategies in highly visible leadership roles. George is happily married to his college sweetheart, Kimberly, for 27 years! They are empty-nesters with one daughter, Calla, who has recently graduated from Vanderbilt University.

Qualifications

  • University of Louisville: Bachelor of Arts in History
  • University of Louisville: Master of Business Administration

Roles & Responsibilities

  • Provide Leadership and Management to the Operations Team
  • Daily Oversight of all Site Processes and Reporting Procedures
  • Responsible for the Information Technology, Computer Systems, and Facility Essentials
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Lynn Bizianes

Lynn Bizianes

Administrative Assistant

Personal Intro

Lynn is a Louisville native and joins Limestone after being a small business owner for 29 years. She is happily married to her high school sweetheart, John, and has two daughters, two sons-in-law, and one sweet grandson. In her free time, Lynn enjoys teaching dance, biking, reading, and spending time with her children and grandson.

Qualifications

  • Centre College: Bachelor of Science in Biology

Roles & Responsibilities

  • Client Reception, Client Service, Administrative Tasks
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Andrew Day

Operations Specialist

Personal Intro

Andrew relocated to Louisville in 2025 after spending five years in the Evansville, IN area, where he worked in corporate finance. In2024, he married his college sweetheart, Emory. They share a love for travel and enjoy spending time with their dog, Leo.

Interests: Golf, Pickleball, Fitness, Outdoor activities, and spending time at the lake with family and friends.

Qualifications

  • Education: Bachelor’s Degree in Financial Management, Western Kentucky University

Roles & Responsibilities

  • Client Service, Meeting Preparation & Follow Up, Business Processing
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Sara Baker

Sara Baker

Administrative Assistant

Personal Intro

Originally from Houston, Texas, Sara moved to Louisville in 2020 to attend Boyce College. She is joyfully engaged to her fiance, Trevor, and they are excited to be getting married in April 2025.

Qualifications

  • Education: Bachelor’s Degree in Humanities, Boyce College

Roles & Responsibilities

  • Client Reception, Client Service, and Administrative Tasks
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