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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
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