Putting
people first.
Get to know our leadership team
Leadership at the Hurstbourne office is dedicated to doing good for our clients, employees and community.
Michael Bush is the Managing Director of the Hurstbourne district office in Louisville, KY. An alumnus of St. Xavier High School and Bellarmine University, Michael is committed to serving the Louisville community and its residents. He is not only passionate about helping families and businesses with their financial...
Michael Bush is the Managing Director of the Hurstbourne district office in Louisville, KY. An alumnus of St. Xavier High School and Bellarmine University, Michael is committed to serving the Louisville community and its residents. He is not only passionate about helping families and businesses with their financial planning needs but also growing and developing other financial advisors to meet the needs of the community. Michael and his wife Suzanne reside in Anchorage with their two children. Both are former collegiate athletes and remain actively involved with their schools, sports, and overall fitness. In addition, they enjoy giving back to their community through numerous community organizations and programs.
Our mission is to create peace of mind for individuals and families that care about their financial future and help them live by design, not default. My team and I make sure our clients are doing what’s in their best interest and on track to hit their goals. We seek to understand before ever making any rec...
Our mission is to create peace of mind for individuals and families that care about their financial future and help them live by design, not default. My team and I make sure our clients are doing what’s in their best interest and on track to hit their goals. We seek to understand before ever making any recommendations.
Jamie Williams
Director of Career Development
Suzanne Bush
Director of Human Resources
Sheryl Atekha
Operations Associate