The Team

Triple Crown Advisors

Our Advisors

Todd Metcalf

Todd Metcalf

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments

Education

BA Finance, University of Kentucky, Lexington KY

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Shelby Gregory Fink

Shelby Gregory Fink

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

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Jake Fink

Jake Fink

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Education

1998 Graduate of Georgia Institute of Technology with Bachelor in Civil Engineering
CA Insurance #0M25695

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Stephanie Lyttle

Stephanie Lyttle

Financial Advisor

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Designations

CPA, CFP®

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

Bachelor of Science in Accounting, Univeristy of Kentucky, Lexington, KY, Bachelor of Business Administration in Finance, University of Kentucky, Lexington, KY

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Our Staff

Helen Bourne

Helen Bourne

Client Service Coordinator

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Qualifications

  • 4 Years Experience in Administrative Office Support
  • Joined Ameriprise in September 2018

Roles & Responsibilities

  • Office Management & Scheduling
  • Client Service Relationships
Angie Haddock

Angie Haddock

Office Manager

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Qualifications

  • 14 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
Danae Kesterson

Danae Kesterson

Administrative Assistant

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Qualifications

  • 20 Years Administrative Experience
  • Joined Ameriprise in June 2017

Roles & Responsibilities

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

Paige Smith

Assistant

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Qualifications

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

Roles & Responsibilities

  • Client Services Relationships
  • Document Processing