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...
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...
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...
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...