Kentucky
Tyler S. Lang, CFA
Founder & CEO
Jim Owens, CFP®
Senior Financial Advisor
Mike Whelan
Chief Operating Officer
Kevin Kane
Senior Financial Advisor
Dan Helmick
Research Analyst & Trader
Hal Klink
Business Advisor
Laura Moschel
Chief of Staff
Eric Pettway, CFA
Chief Investment Officer
Kelli Tranbarger
Portfolio Administrator
California
Stefan Lang
Co-Founder
Peter Abi Nader, CFP®
Senior Financial Advisor
Dan Leahy, CFP®
Senior Financial Advisor
Omaid Rahimi
Portfolio Administrator
Texas
Dee Kerr, CFP®
Senior Financial Advisor
Kathryn McNeely
Director of Operations
Pashence Barrera
Portfolio Administrator
Rebecca Broderick
Portfolio Administrator
Ohio
Edward M. Haberer
Senior Financial Advisor
Eric Pettway, CFA
Chief Investment Officer
Jill Henson, CFP®, CTFA
Senior Financial Advisor
Liz Dayter
Senior Financial Advisor
Loren Mullins
Portfolio Administrator