In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Tracy Redmon

Tracy Redmon

MBA, CFP®, CDFA®

Private Wealth Advisor

Franchise Owner
Learn more about Tracy Redmon
Brian Haehl

Brian Haehl

CFP®, ChFC®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Brian Haehl
Scott Dingle

Scott Dingle

CLTC®

Financial Advisor

Insurance Specialist
Learn more about Scott Dingle
Belinda Gantz

Belinda Gantz

Associate Financial Advisor

Operations Manager
Learn more about Belinda Gantz
Emma Mullins

Emma Mullins

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Emma Mullins
Matthew Craig Lively

Matthew Craig Lively

Associate Financial Advisor

Learn more about Matthew Craig Lively

Our team

Thomas Harvey

Thomas Harvey

Paraplanner

Personal Intro

I moved to Louisville in 2016 after graduating from the University of Kentucky. I have two crazy puppies that take up most of my time. When I can get out of the house I enjoy looking for the best barbecue around, fishing, spending time with my family.

Professional Associations: Young Professionals Association of Louisville

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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.

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Lacy Walters

Lacy Walters

Administrative Assistant

Personal Intro

I was born and raised in Kentucky and I graduated from the University of Kentucky in 2016. In my free time I enjoy spending time with my friends, visiting new restaurants and breweries in Louisville, sewing, and taking care of my cat Elsie.

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