MEET OUR TEAM
Our staff is ready to assist you every step of the way:
Connie handles all business for annuities in the entire Kentuckiana region.
“America’s Favorite Financial Sidekick,” Aaron, will be working out of the Louisville office as Media Coordinator.
As the research coordinator, Heather handles the establishment of Vanguard accounts and income plans for our clients.
Gina will be working out of the Louisville office as Marketing Director, handling advertising, and client -based events.
Rachel handles all reception and administrative duties in the Bowling Green office.
Trish handles Payroll and Accounts payable.
Shannon is our Investment Administrator for Management Accounts
Lisa handles our Client Services and Administrative duties.
Trey handles our digital marketing and overfunded life insurance.