9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222

502-394-0400


Flashcube
Login

Our Team

Rob Davenport, CFP®, CLTC®

Rob Davenport, CFP®, CLTC®

CERTIFIED FINANCIAL PLANNER™, Chief Executive Officer

502-394-0400
robert.davenport@lpl.com

It has always been very important to me that the advisors of this firm keep their client’s interest first. I believe in maintaining a high degree of integrity at all times, setting the standard for Kentucky Planning Partners...

Click to read more...

 
Ken O'Neil, CLTC®

Ken O'Neil, CLTC®

President

502-394-0400
ken.oneil@lpl.com

Our team delivers comprehensive financial planning, wealth management, risk assessment and other services that benefit our clients. We have a business model that is systematized to " deliver on our promise" of giving top notch service....

Click to read more...

 
Andy Southworth, CFP®, CRC®, CLTC®

Andy Southworth, CFP®, CRC®, CLTC®

CERTIFIED FINANCIAL PLANNER™ Practitioner First Vice President/ Investment Services & Planning

502-394-0400
Send an Email

I am a big believer in comprehensive financial planning. I focus most of my time on developing financial plans and analyzing investments. A written financial plan can help a client set goals, develop a strategy to meet those goals, and...

Click to read more...

 
Bradley G. Barnett, CFP®

Bradley G. Barnett, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner Senior Vice President/ Investment Services

502-394-0400
Send an Email

Simply stated, I am a trustworthy, analytical counselor and money manager. Since 1977, I have conscientiously avoided conflicts of interest and strived to do the right thing for my clients. Living up to this guiding principle has led...

Click to read more...

 
Thomas M. Wright

Thomas M. Wright

Vice President/Investment Services and Planning

502-394-0400
Send an Email

Experience shows that most have underfunded goals – I work to bridge the gap between where you are and where you want to be. That reward is why my practice is geared toward building long-term relationships that help families accumulate...

Click to read more...

 
William L. Ralston, III, CFP®

William L. Ralston, III, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

502-394-0400
Send an Email

I strive to provide clients with premier levels of personalized financial planning and related financial services. I do so with constant attention to maintaining the highest levels of integrity, objectivity, and professionalism. My...

Click to read more...

 

I limit my practice exclusively to serving the very special needs of the retired. The retirement years are designed to be the pinnacle of life, and yet there are many threats and risks to prudent financial management during this...

Click to read more...

 
Dennis Dixon

Dennis Dixon

First Vice President/Investment Services and Planning

502-394-0400
Send an Email

I believe success should be measured not just by your financial well-being, but by how confident you feel about the future. My mission is to help you reach your financial goals through a relationship based on personalized advice,...

Click to read more...

 
Vicki Marchand

Vicki Marchand

LPL Financial Planner

502-394-0400
Send an Email

I believe one of my most important responsibilities is to understand my clients and to help them understand their financial plan. During turbulent markets, this understanding of what is going on helps reduce stress on all sides. My...

Click to read more...

 
Gary Barr, CAS ®

Gary Barr, CAS ®

Senior Vice President/Investment Services LPL Financial Planner

502-855-3416
Send an Email

As your LPL Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time,...

Click to read more...

 
Angela Zachman

Angela Zachman

Vice President/Investment Services and Planning

502-638-4858
Send an Email

Introduction I am committed to maintaining the highest standards and professionalism in my client relationships. My goal is to provide my clients with a true understanding of the investment products I recommend. I focus on the...

Click to read more...

 
Glen Hedgspeth, CIC®

Glen Hedgspeth, CIC®

LPL Investment Advisor Representative

502-493-7919
Send an Email

My purpose is to provide service, advice, expertise and ideas so that my clients can develop and implement a strategic plan that will enable them to enter their retirement years with a comfort level necessary to meet their needs. I...

Click to read more...

 
J.

J. "Curry" Nicholson Jr., CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

502-533-3311
Send an Email

I provide personalized and comprehensive financial planning for my clients through my affiliation with LPL Financial. My approach is based on the understanding of a client’s needs and goals and implementing planning and investment...

Click to read more...

 
Eric Poole

Eric Poole

LPL Financial Planner

502-394-0400
Send an Email

I find great joy in helping people map out their financial dreams, whether that be for retirement, college expenses, or a major purchase. Together, my clients and I design and implement comprehensive client-focused investment plans...

Click to read more...

 
AnnMarie Young

AnnMarie Young

Client Service Manager/Branch Operations Assistant

502-394-0400
Send an Email

As part of Robert Davenport and Ken O'Neil's team here at KPP, I provide support in all phases of the client experience. Handling account opening, account transfers, follow-up and client account request of all types, maintaining all...

Click to read more...

 
Sally Smith

Sally Smith

LPL Registered Administrative Assistant

502-394-0400
Send an Email

As a Registered Sales Assistant, I am responsible for servicing client’s administrative needs throughout their financial planning process. I believe in a sound, hands-on approach to managing the physical aspects of our clients’...

Click to read more...

 
Mimi Arnspiger

Mimi Arnspiger

Client Service Coordinator

502-394-0400
Send an Email

As a Client Service Coordinator for KPP, I believe that each and every client that walks through our door should be treated as if they are our only client. It is my desire to be accountable and available, not only to the client, but to...

Click to read more...