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9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222

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Kentucky Planning Partners

Advice for Life

502-394-0400

 

Meet the KPP Team

 

Rob Davenport, CFP®, CLTC®

CERTIFIED FINANCIAL PLANNER™, Chief Executive Officer

502-394-0400

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...

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Ken O'Neil, CLTC®

President - Investment Advisor Representative

502-394-0400

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....

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What is a client? I believe that our clients are the most important people in this office, in person, on the telephone, or by email. I believe that our clients are not an interruption of our work, rather the purpose of it. We are not...

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William L. Ralston, III, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Director of Corporate Retirement Planning Services

502-394-0400

William Ralston ADV 2(b) Brochure 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,...

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Michael McCulloch, CFP®, MBA, CRPS®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Investment Advisor Representative and Dave Ramsey SmartVestor Pro

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As a Financial Planner with Kentucky Planning Partners, my role is to help clients manage their financial resources today so they can live the life they want tomorrow. Dedicated to the highest ethical standards, I seek to provide...

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Eric Poole, CFP®, MBA

CERTIFIED FINANCIAL PLANNER™ Practitioner Investment Advisor Representative

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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...

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Benjamin Hopper CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner

502-394-0400

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As a Financial Advisor on Rob Davenport and Ken O'Neil's team, I find great joy in serving our clientele, whether that be by building a financial plan and identifying comprehensive strategies, providing high touch service to a client...

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Kyle Roy CRPC®

Investment Advisor Representative

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I envision a future where the worst-fear of the American retiree will no longer be running out of money and am blessed to be a part of a team that shares this vision. Iron-sharpens-iron, so I have surrounded myself with a team that...

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Bradley G. Barnett, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner Investment Advisor Representative

502-394-0400

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...

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David Bugg

Investment Advisor Representative

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For over 2 decades I have dedicated myself to helping my clients address their financial goals by providing insight, diversification, and comprehensive planning. My clients' financial well-being has always come first and helping them...

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Martin Walthers

Investment Advisor Representative

502-394-0400

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Life is a journey. As my client, we are in this together. I appreciate how hard you have worked to earn your money and I know how managing your finances in today’s volatile world can be challenging and stressful. My goal is to...

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Austin Hill

Investment Advisor Representative

502-394-0400

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I thrive in situations where I am able to help clients achieve and meet each and every one of their financial goals. We are able to do just that by understanding our clientele and each unique situation that they face. Conducting...

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Thomas M. Wright

Investment Advisor Representative

502-394-0400

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...

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Dennis Dixon

Investment Advisor Representative

502-394-0400

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,...

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Vicki Marchand

Investment Advisor Representative

502-394-0400

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...

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Angela Zachman

Investment Advisor Representative

502-394-0400

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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...

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Jeannie Samdani, CMFC ®

Investment Advisor Representative

502-394-0400

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My philosophy is " Your Needs Come First ". My goals as your LPL Financial Planner are: 1) To always look out for your best interest. 2) To treat you and your family with care and respect. 3) To take the time to listen and understand...

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AnnMarie Young

Operations Director

502-638-4846

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As the Operations Director - I take pride in providing the best client experience along with superior support to the financial advisor's and my team Robert Davenport, Ken O'Neil, Eric Poole, Kyle Roy, Angela Zachman, Ben Hopper. 

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Sonia Goforth

Chief Compliance Officer

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My career of over twenty two years in the financial services industry has been dedicated to helping clients pursue their financial goals and assisting financial advisors with business growth and development. I’m committed to...

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Mary Beth Koeberlein

Administrative Assistant

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I recently joined Kentucky Planning Partners as the newest Administrative Assistant. I will be assisting Bill Ralston, Steve Franklin and Thomas Wright. I am eager to work with their clients and get to know each of them. I will be...

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Miles Moskwa

Administrative Assistant

502-394-0400

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As the newest member on Rob Davenport and Ken O’Neil’s team, I take great pride in being able to contribute to a team that is client driven and backed with superb experience as financial professionals. Currently I am...

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Hannah Herman

Administrative Assistant

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I am thankful to be the newest member of Robert Davenport and Ken O'Neil's team where I have the opportunity to contribute to the remarkable financial professionals on it along with serving our clients as well. I am a senior at Western...

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Experience Over 10 Years Office Management Over 20 years Customer Service Community Habitat for Humanity Restoration Home Outreach Specialist for Kentucky Lions Eye Bank West End School Women of Change Personal My greatest...

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