Our advisors

Greg Mullaney

Greg Mullaney

Private Wealth Advisor

Learn more about Greg Mullaney
Jeff Burnett

Jeff Burnett

Financial Advisor

Learn more about Jeff Burnett
David Phelps

David Phelps

Financial Advisor

Learn more about David Phelps

Our team

Mary Lois Mercer

Mary Lois Mercer

Operations Director

Kelly Zeller

Kelly Zeller

Practice Manager

Personal Intro

Kelly has been in the Financial Services industry for over 20 years and joined Ameriprise in April of 2016. She was born and raised in Louisville, KY, and is a proud University of Louisville supporter. Kelly is married to her husband, Rob, and they have two daughters, McKenna and Lilly.

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Kimberly McNamee

Kimberly McNamee

Client Service Specialist

Angela Tran

Angela Tran

Client Concierge

Annie King

Annie King

Intern

Trevor Bosley

Trevor Bosley

Intern