A proud Louisville native and St. Xavier High School alumnus, Gary Smith earned his Finance degree from the University of Louisville before building a career that now spans more than 30 years in the financial services industry. A CERTIFIED FINANCIAL PLANNER™ professional since 2004, Gary holds FINRA Series 7, 63, 65, and 24 registrations...
Often the first smiling face and welcoming voice clients encounter at Keystone Financial Group’s Louisville office, Dorinda brings more than 20 years of administrative and office experience to the team. Her background spans banking and accounting, giving her a strong foundation for supporting clients and advisors alike in the financial services world. At Keystone...
Born in Greenville, South Carolina, Bruce has lived in Louisville since 1958. After obtaining a degree in Economics and Political Science from Centre College he worked briefly in banking in Louisville. He then received a Master’s degree from the University of Louisville in 1983. Bruce became a Certified Financial Planner in 1987 and has...
Jonathan has lived in Louisville, KY his whole life. He graduated from Transylvania University, earning a Bachelor’s degree in Business Administration with a focus on Finance. In 2003, Jonathan began his career as a Bank Investment Consultant. He then joined LPL Financial in 2007 and now has 20 years of experience in the financial...
Sean Melican is from Louisville, Kentucky. He graduated from the University of Louisville in 2018, while beginning his career at Ameriprise Financial in 2017. Sean enjoys working with clients holistically to develop a financial plan built for the individuals’ financial goals. He has a passion for investment management, that is included in the planning...
Greg has been a CERTIFIED FINANCIAL PLANNER™ since 1986. He began his career in the tax preparation business in 1976. Greg is passionate about working with widowed clients to help them fully understand their available financial resources and getting them in control of their financial futures. A Louisville native, and widower himself, Greg understands...
Jeff Swaim served as President and co-founder of Falcon Financial Advisors. Since joining the firm in 2008 alongside his father, Jeff played a pivotal role in shaping Falcon’s strategic direction, operational foundation, and commitment to client service. A graduate of Western Kentucky University, he brought a strong background in communication and finance to both...
