Team profile


Our approach

At Triple Crown Advisors, we have deep roots in Louisville and Lexington. We value family, friends and community. For us, financial planning means helping our neighbors retire without worry. It means local kids have every chance to reach their dreams. Building a stronger Kentucky is the thread that connects the work we do as advisors and the volunteer work we do with local groups like the Junior League of Louisville and Families for Effective Autism Treatment (FEAT) of Louisville. We’re proud of where we’re from and try to make it better everyday.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Family Finances

Awards & recognition

  • Triple Crown Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Jake Fink, Ameriprise Circle of Success, 2012, 2017, 2019-2020
  • Shelby Gregory Fink, Forbes Best-in-State Women Wealth Advisors, 2022, 2023
  • Shelby Gregory Fink, Forbes Best-in-State Wealth Advisors, 2023
  • Shelby Gregory Fink, Forbes Top Women Wealth Advisors, 2020, 2021
  • Shelby Gregory Fink, Working Mother Top Wealth Advisor Moms, 2018-2021
  • Shelby Gregory Fink, Ameriprise Circle of Success, 2011, 2013, 2019-2020
  • Todd Metcalf, Ameriprise Ultimate Digital Excellence Award, 2021, 2022

Community participation

National Day of Service volunteering at Lifeline Christian Mission in Lexington
National Day of Service volunteering at Lifeline Christian Mission in Lexington

Triple Crown Advisors volunteers with the following:

Lifeline Christian Mission in Louisville and Lexington, KY

Habitat for Humanity in Lexington, KY

National Day of Service-Ronald McDonald House in Louisville and Lexington, KY

Salvation Army Bell Ringing in Louisville and Lexington, KY

Junior League of Louisville, KY

FEAT (Families for Effective Autism Treatment) in Louisville, KY

Explorium of Lexington, KY

God's Pantry in Lexington, KY

Dare to Care in Louisville, KY