Genre: Lexington

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Grant Truax is an advisor who enjoys helping clients gain clarity and confidence as they build toward their financial goals. He brings a grounded, thoughtful approach to planning conversations and values building relationships that last over time. Originally from a small town in Iowa, Grant graduated from the University of Iowa in 2021 with...

Jim is a financial advisor who brings a thoughtful, client-first approach to helping individuals and families build confidence in their financial future. After more than a decade with Toyota North America in Procurement, he developed a strong foundation in strategic planning, financial analysis, and relationship management — skills he now applies every day in...

Angie Grospitch brings over 20 years of experience in nonprofit work, marketing, operations, and leadership. She spent more than a decade in Jacksonville, Florida, serving on the senior leadership team of a national development and financial firm focused on senior living communities. Her work there gave her broad experience in business strategy, operational systems,...

Al Kaplan is a highly experienced Financial Representative with over 33 years in financial services.  Al is a graduate of Washington University (St. Louis) School of Business and brings a wealth of knowledge and business experience to his clients. Upon graduation, Al served in the U.S. Marine Corps as a Pilot and Flight Instructor....

Bio Coming Soon...

Originally from Sarasota, Florida, Brian later moved to Cynthiana, Kentucky, where he graduated from Harrison County High School. He went on to attend the University of Kentucky, earning summa cum laude honors with dual degrees in Finance and Economics. During his time at UK, Brian discovered how financial and economic principles intersect and influence...

Danielle Gerbracht was born and raised in Pasadena, California, and attended college at California Polytechnic University at San Luis Obispo. Danielle began her career in sales and marketing and then expanded her horizons, and utilized her skills to manage small and mid-sized winery tasting rooms and their events.  She thrived and carried on to...

Gary is originally from Montana and moved to Lexington to attend the University of Kentucky. He received a B.A. in Finance and was 2 year team captain for the University of Kentucky Rugby Team. Gary began his career with A.G. Edwards where he spent 8 years before joining LPL and the Keystone Financial Group....

Originally from West Virginia, Gena came to Lexington in 1990 after graduating from Marshall University with a BA in Criminal Justice. She served as a member of the Lexington Police Department from 1990 until 2001 where she rose in rank to become the Sergeant of the Domestic Violence and Crimes Against Children Unit. She...