Putting
people first.
Get to know our leadership team
Leadership at the Lexington office is dedicated to doing good for our clients, employees and community.
Christian works with affluent families and business owners to see beyond their finances. To address their goals for children's education, charitable giving and retirement planning.
With over 35 years of experience in financial planning, Randy brings extensive knowledge on retirement and business planning to his clients throughout Lexington and the surrounding areas.
Financial clarity is transformative. Developing a relationship built on trust and collaboration with my clients is essential to making that possible. My goal is to understand what matters most to my clients: personally, professionally, financially. After I understand who you are and what you want, we work together...
Financial clarity is transformative. Developing a relationship built on trust and collaboration with my clients is essential to making that possible. My goal is to understand what matters most to my clients: personally, professionally, financially. After I understand who you are and what you want, we work together to organize and prioritize your goals while also protecting what you value most.
Samantha Sutton
Director of Operations
Bryanna Gordin
Director of Client Services
