Lexington Office

Meet the Team

Alyssa Potter

director of institutional services / shareholder

Amanda Trail

Sr. client associate

Brittany Manning

director of wealth management / shareholder

Clare Cady

retirement plan administrator

Dave Harris

CEO

Hunter Nighbert

financial advisor

Jeff Jennings

sr. financial advisor / shareholder

Lacy Sisk

marketing specialist

Mardie Murray

client associate

Sarah Wall

CLIENT ASSOCIATE

Scott Downing

Insurance Case Manager

Sean Lamanna

sr. operations specialist

Come Visit Us

Lexington Office:

333 W Vine Street

Suite 1740

Lexington, Kentucky

40507