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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