Josh Gilliam Financial Planner/Chief Executive Officer (502) 292-4870 (502) 585-4078 [email protected] Benjamin Hoehler, CFA, CRPC® Financial Planner/Director of Investments (502) 736-1218 (502) 585-4078 [email protected] Jason Hunsucker Financial Planner (502) 292-4874 (502) 585-4078 [email protected] Michael Lindemann Financial Planner (502) 736-1217 (502) 585-4078 [email protected] Paul Michael, M. DIV Financial Planner (502) 736-1195 (502) 585-4078 [email protected] Marc Norton, CRC® Financial Planner (502) 736-1216 (502) 585-4078 [email protected] Jason Magar, CFP® Chief Operating Officer/Director of Financial Planning (502) 736-1219 (502) 585-4078 [email protected] Cheryl Spencer, CRC® Chief Financial Officer (502) 292-4873 (502) 585-4078 [email protected] Marcy Barnes Client Services Specialist (502) 736-1196 (502) 585-4078 [email protected] Alison Gilliam Client Services Specialist [email protected] Kristen Cox Client Services Specialist 502-736-1197 [email protected] Sharon Womack Client Relationship Manager 502-736-1195 [email protected]
