1792 Alysheba Way, Suite 201, Lexington, KY 40509
FINRA | Broker Check | SIPC

About Us

Our Team

David Smyth

David Smyth

Senior Partner
Alexander Roig

Alexander Roig

Senior Partner
Kyrk Davis

Kyrk Davis

Wealth Advisor
McKellar Ciurlizza

McKellar Ciurlizza

Director of Client Services
Greg Wright

Greg Wright

Director of Operations
Katie Gruver

Katie Gruver

Director of Client Relations
Ryan Petrunyak

Ryan Petrunyak

Paraplanner
Carter Hench

Carter Hench

Operations Associate
TJ Atwell

TJ Atwell

Operations Associate
Scroll to top