Our Professionals

Michael Weiner, CFA

Chief Investment Officer
(502) 587- 2990

Brian Cohoon, CFP, AIF, CRPC

Executive Wealth Advisor and Chief Development Officer
(502) 587- 2984

Chad D. Turner, JD

Senior Trust Advisor
(502) 587-2983


Bernetta Flickner

Administration Services Manager
(502) 587-2985

Ann Jewell

Administrative Principal
(502) 587-2981

LeeAnn Abell

Associate Wealth Advisor
(502) 587-2987

C. Barret Birnsteel

Wealth Management Advisor Consultant
1 (866) 891-7619

Patricia A. Seacat

Wealth Management Advisor Consultant
1 (866) 891-7619

William G Duncan, Jr.

Wealth Management Advisor Consultant
1 (866) 891-7619

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