Team profile


Our approach

At Triple Crown Advisors, we have deep roots in Louisville and Lexington. We value family, friends and community. For us, financial planning means helping our neighbors retire without worry. It means local kids have every chance to reach their dreams. Building a stronger Kentucky is the thread that connects the work we do as advisors and the volunteer work we do with local groups like the Junior League of Louisville and Families for Effective Autism Treatment (FEAT) of Louisville. We’re proud of where we’re from and try to make it better everyday.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Family Finances

Awards & recognition

  • Triple Crown Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

Triple Crown Advisors - Community participation photo

Triple Crown Advisors volunteers with the following:

Lifeline Christian Mission in Louisville and Lexington, KY

Habitat for Humanity in Lexington, KY

National Day of Service-Ronald McDonald House in Louisville and Lexington, KY

Salvation Army Bell Ringing in Louisville and Lexington, KY

Junior League of Louisville, KY

FEAT (Families for Effective Autism Treatment) in Louisville, KY

Lexington Children's Museum (formerly Explorium of Lexington)

God's Pantry in Lexington, KY

Dare to Care in Louisville, KY