ABOUT TONY




MEET OUR TEAM

 

Our staff is ready to assist you every step of the way:

 

 

Connie Fortney Connie Fortney

 

Connie handles all business for annuities in the entire Kentuckiana region.

 

EMAIL CONNIE

 


Aaron Orrender Aaron Orrender

 

“America’s Favorite Financial Sidekick,” Aaron, will be working out of the Louisville office as Media Coordinator.

 

EMAIL AARON

 


Heather Hughes Heather Hughes

 

As the research coordinator, Heather handles the establishment of Vanguard accounts and income plans for our clients.

 

EMAIL HEATHER

 


Gina Tutwiler Gina Tutwiler

 

Gina will be working out of the Louisville office as Marketing Director, handling advertising, and client -based events.

 

EMAIL GINA

 


Rachel Wilson Rachel Wilson

 

Rachel handles all reception and administrative duties in the Bowling Green office.

 

EMAIL RACHEL

 


Trish Bolton Trish Bolton

 

Trish handles Payroll and Accounts payable.

 


Shannon Ross Shannon Ross

 

Shannon is our Investment Administrator for Management Accounts

 

EMAIL SHANNON

 


Lisa Allerkamp Lisa Allerkamp

 

Lisa handles our Client Services and Administrative duties.

 

EMAIL LISA