Broker Check

Our Team

EXECUTIVE TEAM

WEALTH PLANNERS

Greg Smith

Greg Smith, CFP®

Senior Wealth Advisor

(502) 690-6764

(502) 742-2412

Neil Watkins

Neil Watkins

Senior Wealth Advisor

(502) 690-6764

(502) 742-2412

Bruce  Lindsay

Bruce Lindsay, CFP®

Senior Wealth Advisor

(502) 690-6764

(502) 742-2412

Craig Cowan

Craig Cowan

Director of Business Development

OPERATIONS

Taylor Lotze

Taylor Lotze

Service Specialist

(502) 690-6764

(502) 742-2412

Donna  Passmore

Donna Passmore

Client Service Concierge