Russell Lytle

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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, 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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John Cotton

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Pamela Rankin

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Nikolas Kane

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William Dye

William Ray Dye is an independent wealth advisor who has been in the financial industry since 1992. He works closely with strategic partners, attorneys, and Certified Public Accountants to implement tactical portfolio, estate, and tax strategies. He is a founding member of the Louisville Ky Profit Promoters chapter of Business Network International, an organization in which he has been quite active since 1997. Outside of work, William enjoys collecting vinyl records and vintage stereo equipment, muscle cars, working out, and tending to his saltwater reef tank and freshwater aquarium. He has been a proud resident of Fern Creek since 1974.

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Jeffrey Phalen

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James Wright Jr - CPA

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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. 

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Jennifer Hiegel

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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.

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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.

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Rodger McAlister - CEP

Rodger McAlister, Certified Financial Manager and Certified Estate Planner, has been serving clients in Louisville, Kentucky since 1995. Rodger utilizes his knowledge of estate planning, income maximization strategies and tax efficiency planning to help clients put together a plan for their financial futures. Rodger assists clients in the areas of retirement planning, insurance, accounting, investment management and financial management. He enjoys building long-term relationships with his clients built on honesty and trust. Helping high-income professionals manage their active 401 (k) plans is one area in which Rodger specializes.   

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John Pallo

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Matthew Frey - CFP®

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John Casconi - CPM

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John Schmidt - CPA

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Greg Moore

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Daniel Aroh - CFP®

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Seth Spitzke

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Kelly Vessels

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Paula Shaw

Jennifer A Troiano