Our advisors

Shelby Gregory Fink

Shelby Gregory Fink

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Shelby Gregory Fink Visit Shelby Gregory Fink's website
Jake Fink

Jake Fink

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jake Fink Visit Jake Fink's website
Todd Metcalf

Todd Metcalf

CFP®, CRPC®, ChSNC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Todd Metcalf Visit Todd Metcalf's website
Lanie Phillips

Lanie Phillips

APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lanie Phillips Visit Lanie Phillips's website
Stephanie Lyttle

Stephanie Lyttle

CFP®, CPA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Stephanie Lyttle Visit Stephanie Lyttle's website

Our team

Helen Bourne

Helen Bourne

Client Service Coordinator

Qualifications

  • 7 Years of Experience in Administrative Office Support
  • Joined Ameriprise in September 2018
  • Notary Public, Fayette Co, KY

Roles & Responsibilities

  • Office Management & Scheduling
  • Client Service Relationships
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Angie Haddock

Angie Haddock

Office Manager

Qualifications

  • 20 Years of Experience in the Financial Services Industry
  • Joined Ameriprise in November 2015
  • Notary Public in Jefferson County, KY

Roles & Responsibilities

  • Louisville Office Manager
  • Client Service Relationships
  • Account Transactions
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Danae Kesterson

Danae Kesterson

Administrative Assistant

Qualifications

  • 23 Years Administrative Experience
  • Joined Ameriprise in June 2017

Roles & Responsibilities

  • Administrative Assistant for Shelby Fink
  • Client Service Relationships
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Paige Smith

Paige Smith

Client Relationship Manager

Qualifications

  • 16 Years of Experience in the Financial Services Industry
  • Joined Ameriprise in April 2016

Roles & Responsibilities

  • Client Service Relationships
  • Social Media Coordinator
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