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
Ryan Petrunyak

Ryan Petrunyak

Paraplanner
McKellar Ciurlizza

McKellar Ciurlizza

Director of Client Services
TJ Atwell

TJ Atwell

Paraplanner / Operations Associate
Dillon Harper

Dillon Harper

Paraplanner
Jacob Buckley

Jacob Buckley

Paraplanner
Morgan Almeida

Morgan Almeida

Director of Client Relations
Rick Gregory

Rick Gregory

Director of Community Outreach
Greg Wright

Greg Wright

Director of Operations
Ryan Fitch

Ryan Fitch

Operations Associate
Christopher Hellmann

Christopher Hellmann

Operations Associate
Gigi Bennett

Gigi Bennett

Operations Associate
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