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



Our advisors

Shelby Gregory Fink, Private Wealth Advisor serving the Louisville, KY area - Ameriprise 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, Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Jake Fink

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jake Fink Visit Jake Fink's website
Todd Metcalf, Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Todd Metcalf

CFP®, CRPC®, ChSNC®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Todd Metcalf Visit Todd Metcalf's website
Lanie Phillips, Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Lanie Phillips

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lanie Phillips Visit Lanie Phillips's website
Stephanie Lyttle, Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

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

  • 8 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

  • 21 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

  • 24 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

  • 17 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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Meggie Hines

Meggie Hines

Client Service Coordinator

Qualifications

  • 8 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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