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Trust, Care, and Guidance

Where your path meets trusted advice

OUR MISSION

OUR MISSION

Our mission is to help you discover where you’re headed – you bring the dreams; we’ll help map the way. If you’re seeking a team who really understands you and your family. We listen and use expertise to turn your unknowns into peace of mind; you’ve come to the right place.

Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Investment Managing

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Retirement planning

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Estate Planning

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Trust Services

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Learn more

Education Planning

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Tax Strategy

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Business owner solutions

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Meet your team

Thorp Harrison

Thorp Harrison

Director, Financial Advisor

(502) 420-1441

Winthrop Stites

Winthrop Stites

Director, Financial Advisor

502-420-1417

Donna Resch

Donna Resch

Director, Financial Advisor

(502) 420-1396

Carson Ebert, CFP®, EA®

Carson Ebert, CFP®, EA®

AVP, Financial Advisor

502-420-1440

Peggy Coomer

Peggy Coomer

Client Assistant

(502) 420-1397

Keileigh Sweeney

Keileigh Sweeney

Client Specialist

502-585-8930

Mary Beth Vetter

Mary Beth Vetter

Senior Client Specialist

(502) 420-1442

Jonathan Henson

Jonathan Henson

Client Specialist

502-326-1518

Where thoughtful planning takes root and grows. Let's get started today.

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