Financial Advisor Kevin Woodall

Kevin Woodall

Intelligent Financial Thinking

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The Creative Capital Group Team

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Kevin Woodall

Kevin Woodall, a financial advisor with Creative Capital Group through Money Concepts in Louisville, Kentucky, offers his clients a variety of financial services. These include private money management solutions, annuities, mutual funds, individual securities, life insurance, disability insurance and long-term care insurance. Kevin is certified in Long-Term Care, and one of his focuses is on employee benefit package reviews. By doing those reviews, Kevin is able to verify that clients are maximizing what their employers offer. He looks at the big picture of a client’s financial life in order to help them make decisions in alignment with their long-term objectives. 

Check Kevin Woodall's Background

Kevin

Kevin Woodall

Kevin Woodall, a financial advisor with Creative Capital Group through Money Concepts in Louisville, Kentucky, offers his clients a variety of financial services. These include private money management solutions, annuities, mutual funds, individual securities, life insurance, disability insurance and long-term care insurance. Kevin is certified in Long-Term Care, and one of his focuses is on employee benefit package reviews. By doing those reviews, Kevin is able to verify that clients are maximizing what their employers offer. He looks at the big picture of a client’s financial life in order to help them make decisions in alignment with their long-term objectives. 

Christopher Puffer

Chris Puffer is President of Creative Capital Group, where he advises his clients on how to build wealth using tax-diverse strategies. He offers clients comprehensive financial planning services, through Money Concepts Capital Corp., emphasizing legacy and insurance planning. Chris and his colleagues strive to practice intelligent financial thinking, which they define as looking ahead to plan for future changes in the industry. He has a passion for helping clients understand their current financial situation while guiding them on the path toward achieving their goals.

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Christopher

Christopher Puffer

Chris Puffer is President of Creative Capital Group, where he advises his clients on how to build wealth using tax-diverse strategies. He offers clients comprehensive financial planning services, through Money Concepts Capital Corp., emphasizing legacy and insurance planning. Chris and his colleagues strive to practice intelligent financial thinking, which they define as looking ahead to plan for future changes in the industry. He has a passion for helping clients understand their current financial situation while guiding them on the path toward achieving their goals.

Brandon Lytle

Brandon Lytle has been working in the financial industry for more than a decade. As a financial advisor with Creative Capital Group through Money Concepts in Louisville, Kentucky, Brandon offers his clients tax reduction strategies, estate planning, life insurance, succession planning, retirement planning and asset management. Brandon’s philosophy is to look ahead to the future when putting together each client’s financial plan, thus practicing intelligent financial thinking. He continually strives to advise clients on how to grow their wealth in a tax-diverse way while living a satisfying lifestyle.

Check Brandon Lytle's Background

Brandon

Brandon Lytle

Brandon Lytle has been working in the financial industry for more than a decade. As a financial advisor with Creative Capital Group through Money Concepts in Louisville, Kentucky, Brandon offers his clients tax reduction strategies, estate planning, life insurance, succession planning, retirement planning and asset management. Brandon’s philosophy is to look ahead to the future when putting together each client’s financial plan, thus practicing intelligent financial thinking. He continually strives to advise clients on how to grow their wealth in a tax-diverse way while living a satisfying lifestyle.

Jennifer Haddow - CFP®

Jennifer Greenwell Haddow is a licensed Registered Representative and CERTIFIED FINANCIAL PLANNER™ who has been serving her clients in Louisville, Kentucky since 1998.  Jennifer offers her clients assistance with retirement planning, life insurance planning and college planning. Jennifer’s father, Dan Greenwell, was a financial advisor and growing up she loved hearing his stories about how thoughtful financial planning could change a family’s life. She wanted to have a positive impact in that same way. Jennifer’s number one priority each and every day is to help her clients achieve their dreams of financial security.

Check Jennifer Haddow's Background

Jennifer

Jennifer Haddow - CFP®

Jennifer Greenwell Haddow is a licensed Registered Representative and CERTIFIED FINANCIAL PLANNER™ who has been serving her clients in Louisville, Kentucky since 1998.  Jennifer offers her clients assistance with retirement planning, life insurance planning and college planning. Jennifer’s father, Dan Greenwell, was a financial advisor and growing up she loved hearing his stories about how thoughtful financial planning could change a family’s life. She wanted to have a positive impact in that same way. Jennifer’s number one priority each and every day is to help her clients achieve their dreams of financial security.

Laura

Laura Incorvia

Business Manager

Laura Incorvia has been working in the financial services industry since 2003. Before taking on the role of Business Manager for Creative Capital Group, she worked exclusively with Chris Puffer, President of Creative Capital Group, as an Administrative Assistant. Laura works closely with clients to help ensure that all of their customer service needs are met, and she’s an invaluable member of the team. Prior to working in finance, Laura worked as a Programmer Analyst for 20 years. 

Laura

Laura Incorvia

Business Manager

Laura Incorvia has been working in the financial services industry since 2003. Before taking on the role of Business Manager for Creative Capital Group, she worked exclusively with Chris Puffer, President of Creative Capital Group, as an Administrative Assistant. Laura works closely with clients to help ensure that all of their customer service needs are met, and she’s an invaluable member of the team. Prior to working in finance, Laura worked as a Programmer Analyst for 20 years. 

Ryan

Ryan Lytle

Client Service Specialist

Ryan Lytle has worked in client services in the wealth management industry since 2011, and he joined the Creative Capital Group team in 2012. As Client Service Specialist, he focuses on keeping daily operations of the firm running smoothly through processing new account paperwork and service requests as well as streamlining business operations. Well-organized, efficient and helpful, Ryan greatly enjoys the problem-solving aspect of his job. He earned his Bachelor of Science degree in Business Management from the University of Kentucky and has a background in home remodeling.

Ryan

Ryan Lytle

Client Service Specialist

Ryan Lytle has worked in client services in the wealth management industry since 2011, and he joined the Creative Capital Group team in 2012. As Client Service Specialist, he focuses on keeping daily operations of the firm running smoothly through processing new account paperwork and service requests as well as streamlining business operations. Well-organized, efficient and helpful, Ryan greatly enjoys the problem-solving aspect of his job. He earned his Bachelor of Science degree in Business Management from the University of Kentucky and has a background in home remodeling.

Thomas

Thomas Harris

Greg H.

Greg H. Moore

Client Service Specialist

Greg Moore earned his Bachelor of Science Degree in Business with a double concentration in Finance and Accounting in 2014. That same year, he joined the Creative Capital Group team as Client Service Specialist. Greg’s primary responsibilities include processing new business and service requests. Greg has a passion for finance and is currently studying for the Series 7 exam so he can continue toward his goal of becoming a financial advisor with Creative Capital Group. Greg is excited about the opportunity to surpass client expectations every day.

Greg H.

Greg H. Moore

Client Service Specialist

Greg Moore earned his Bachelor of Science Degree in Business with a double concentration in Finance and Accounting in 2014. That same year, he joined the Creative Capital Group team as Client Service Specialist. Greg’s primary responsibilities include processing new business and service requests. Greg has a passion for finance and is currently studying for the Series 7 exam so he can continue toward his goal of becoming a financial advisor with Creative Capital Group. Greg is excited about the opportunity to surpass client expectations every day.

Kimberly M.

Kimberly M. Walters

Kimberly M.

Kimberly M. Walters

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Kevin Woodall is an independent contractor of Money Concepts

note: Creative Capital Group is an independent firm and not affiliated with Money Concepts

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