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

About Us

Our Team

David Smyth, CLTC

David Smyth, CLTC

Senior Partner*
Alexander Roig

Alexander Roig

Senior Partner*
Kyrk Davis

Kyrk Davis

Wealth Advisor*
Jacob Buckley, CDFA®, MBA

Jacob Buckley, CDFA®, MBA

Wealth Advisor*
Dillon Harper

Dillon Harper

Wealth Advisor*
McKellar Ciurlizza, MBA

McKellar Ciurlizza, MBA

Director of Client Services
Ryan Petrunyak

Ryan Petrunyak

Paraplanner
Rick Gregory

Rick Gregory

Director of Community Outreach
Greg Wright

Greg Wright

Director of Operations
Ryan Fitch

Ryan Fitch

Operations Associate
Dana Klausler

Dana Klausler

Client Relations and Operations Associate
Justin Sabido

Justin Sabido

Operations Associate
Will Justice

Will Justice

Operations Associate
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