OUR TEAM

We’re a team that’s grounded in the Louisville community.

Our team of partners, certified financial advisors, and accountants have deep roots in Louisville and we're committed to serving the community in many ways that extend beyond the walls of our offices.

CHRIS PUFFER

Senior Partner,
Financial Planner

BRANDON LYTLE

Senior Partner,
Financial Planner

KEVIN WOODALL

Senior Partner,
Financial Planner

JENNIFER HIEGEL

CPA, Financial Planner

DANIEL AROH

Certified Financial Planner^™

JENNIFER HADDOW

Certified Financial Planner^™

KELLY VESSELS

Planning Associate

RYAN LYTLE

Practice Manager

JOSH BRANHAM

Planning Associate

LET'S BEGIN YOUR JOURNEY

By completing our brief online form, we can help you schedule
a consultation with our dedicated team.