Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Southeast: Kentucky

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David (Chip) Workman, CFP®

Managing Partner

Cincinnati, Columbus, Louisville, Lexington, Memphis, Gallatin, Franklin

Jerry-Zimmerer

Jerry Zimmerer, CFP®, CPA

Sr. Wealth Advisor

Richard Coles - Sr. Wealth Advisor

Richard Coles, CFP®, CDFA®

Sr. Wealth Advisor

Scott Neal - Sr. Wealth Advisor

Scott Neal, CFP®, CPA

Sr. Wealth Advisor

Chris Saccomanno - Wealth Advisor

Chris Saccomanno, CFP®

Wealth Advisor

Mike-Reich

Mike Reich, CFP®

Wealth Advisor

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus, McLean, Richmond, Roanoke, Washington, DC, Lexington, Louisville, Hunt Valley

Kimi Rice - Client Service Specialist

Kimi Rice, CFP®

Client Service Specialist

Mary-Furlong

Mary Ellen Furlong

Client Service Specialist

Lexington, Louisville

Rachel-Gandham

Rachel Gandham

Client Service Specialist

Lexington, Louisville

Casey-Dever

Casey Dever

Operations Specialist

Lexington, Louisville

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