Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Toby Lewis

Toby Lewis

Certified Retirement Counselor

888-566-0460

502-631-9290

Brian Higdon

Brian Higdon

Certified Retirement Counselor

866-566-0460

502-631-9290

Angie Jordan

Angie Jordan

Financial Advisor of GWN Securities, Inc.

270-799-8034

270-904-6144

Andrew Baird

Andrew Baird

Financial Advisor of GWN Securities, Inc.

866-566-0460

Jon Lawson

Jon Lawson

Investment Advisor of GWN Securities Inc.

866-566-0460

270-975-4505

Jennifer Osborne

Jennifer Osborne

Insurance and Medicare Agent

866-566-0460

502-631-9290