Planning Team

Team photo

Financial planning takes a team of qualified professionals, working together with one goal in mind – making your financial goals a reality. Our team takes this very seriously and we work hard to gain and keep your trust throughout the journey. We are dedicated to ongoing to professional and personal development so you, our client, receive the best experience and guidance.

You will be working with professionals that have worked to obtain the most respected designations in the financial planning industry:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Retirement Income Certified Professional (RICP®)
  • Wealth Management Certified Professional (WMCP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Accredited Estate Planner® (AEP®)
  • Chartered Advisor in Philanthropy® (CAP®)
  • Chartered Special Needs Consultant® (ChSNC®)
  • Certification for Long-Term Care (CLTC®)

To learn more about our team members, please click on the bios below.

 

Jeffrey C. Todd , ChFC®, CLU®, RICP®

Partner

Office 859-899-0420


Email

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Brandon J. Gaines , CFP®, WMCP®, RICP®, ChFC®, AEP®

Partner

Office 859-523-8700


Fax 859-523-8727


Email

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Ashley N Smith

Director of Planning

Office 859-899-0420


Email

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Veronica L Feth

Director of Insurance

Office 859-899-0410


Email

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Maura S Boyd

Director of Operations and Client Service

Office 859-523-8700


Email

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M Peyton Tierney

Director of Client Relations

Office 502-562-2400


Mobile 859-494-3882


Email

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