Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

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

CFP®, CRPC, APMA

Financial Advisor

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

Todd Metcalf

CFP®, CRPC, ChSNC®, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Todd Metcalf Visit Todd Metcalf's website

Lanie Phillips

CFP®, APMA

Financial Advisor

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

Myra Ryan

CFP®, CPA, MBA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Myra Ryan Visit Myra Ryan's website

Stephanie Lyttle

CFP®, CPA, APMA

Financial Advisor

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


Our team

Caitlyn D'Aniello

Caitlyn D'Aniello

Financial Planning Specialist,

Client Relationship Manager

Qualifications

  • Graduated from UK in 2016

  • Joined Ameriprise in January 2023

Roles & Responsibilities

  • Administrative Assistant for Shelby Fink
  • Client Relationship Manager
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Helen Bourne

Helen Bourne

Client Service Coordinator

Qualifications

  • 10 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 Frazier

Angie Frazier

Office Manager,

Paraplanner

Qualifications

  • 23 Years of Experience in the Financial Services Industry

  • Joined Ameriprise in October 2015

  • Notary Public in Jefferson County, KY

Roles & Responsibilities

  • Paraplanner
  • Louisville Office Manager
  • Client Service Relationships
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Meggie Owen

Meggie Owen

Client Service Coordinator

Qualifications

  • 9 Years of Experience in Administrative Office Support

  • Joined Ameriprise in May 2022
  • Notary Public, Fayette Co, KY

Roles & Responsibilities

  • Client Service Relationships
  • Social Media Coordinator
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Paige Smith

Paige Smith

Client Relationship Manager

Qualifications

  • 19 Years of Experience in the Financial Services Industry

  • Joined Ameriprise in April 2016

Roles & Responsibilities

  • Client Service Relationships
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