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

  • Todd Metcalf, Ultimate Digital Excellence Award, 2021

Community participation

National Day of Service working with Ronald McDonald House
National Day of Service working with Ronald McDonald House

Triple Crown Advisors volunteers with the following:

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