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Our Team

Your local "eyes and ears" to help you focus on planning priorities and identify opportunities.

Proactive Planning Team

Chasen Smiley, Assistant in Frankfort, KY
John Kline, Financial Professional in Frankfort, KY

John Kline RFC

Jeannette Weeks, Assistant in Frankfort, KY

Jeannette Weeks

Customer Relationship Specialist

Katelyn Lacosse, Financial Professional in Frankfort, KY

Katelyn Lacosse

Client Experience Manager

Nancy Lagoy, Assistant in Frankfort, KY
Sue LaCosse, Assistant in Frankfort, KY
Seth Spitzke, Financial Professional in Frankfort, KY

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