Broker Check

Josh Gilliam

Josh Gilliam

Financial Planner/Chief Executive Officer

(502) 292-4870

(502) 585-4078

Benjamin Hoehler, CFA, CRPC®

Benjamin Hoehler, CFA, CRPC®

Financial Planner/Director of Investments

(502) 736-1218

(502) 585-4078

Jason Hunsucker

Jason Hunsucker

Financial Planner

(502) 292-4874

(502) 585-4078

Jason Magar, CFP®

Jason Magar, CFP®

Chief Operating Officer/Director of Financial Planning

(502) 736-1219

(502) 585-4078

Cheryl Spencer, CRC®

Cheryl Spencer, CRC®

Chief Financial Officer

(502) 292-4873

(502) 585-4078

Marcy Barnes

Marcy Barnes

Client Services Specialist

(502) 736-1196

(502) 585-4078

Alison Gilliam

Alison Gilliam

Client Services Specialist