About us
We understand your financial situation is unique.
It's not about us. It's not about the market. It's about people and relationships. Trust and integrity. Doing the best job we can to help our clients.
Meet our team
Michael J. Ellison, CRC®
Certified Retirement Counselor
Mike has 25-plus years of experience in the financial services industry and is a Certified Retirement Counselor®. Mike helps families pursue their desired retirement lifestyles while using the latest wealth management strategies...
Rodney C. Brooks
Wealth Advisor
Rod has more than 30 years of experience in the financial services industry. He attended college at Evangel University, furthered his education in Biblical Literature at AGTS, and was a former VP and Program Manager for Regional...
John "JC" Hutchins, IV
Wealth Advisor
JC has more than 10 years of experience in the financial services industry with a background in operations, management, and compliance. He received his BA in Business with emphasis in Finance from Bellarmine University. JC supports RPS...
Jeanie McMonigal
Director of Operations/Client Services
Jeanie joined Retirement Planning Solutions in August of 2005. Although she was new to the financial world, she had more than 15 years of experience in office/operations management and customer service. As Director of Operations, her...
Arthur Carter
Client Services
Bryce Lanham
Wealth Advisor
Bryce is an experienced financial advisor with a passion for helping his clients achieve their goals. He has a diverse educational background, with a degree in Interdisciplinary Science from Purdue University, where he also studied...
Lisa Hammersmith
Director of First Impressions
Lisa is a familiar face to our team as she has returned to her previous position as Director of First Impressions. Lisa’s strong background experience in client/customer service comes from her years of working in the medical and...
Marc Noonan
Wealth Advisor
Marc is a lifelong Louisville fan and University of Kentucky graduate therefore he has all bases covered. He has been in the financial services industry for over 30yrs. Marc’s passion for the financial services arena remains the...
Maxwell Noonan
Director of Advisor Transitions/Client Services
As the Director of Transitions, Maxwell who has worked in the Financial Wealth Management profession for over 9 years and is a licensed Life Insurance agent, works with our Wealth Advisors in the process of transitioning their book of...
Mike Battaglia
Wealth Advisor
Noah Ellison, MBA
Wealth Advisor
After graduating from Trinity High School in 2017, Noah attended Purdue University where he was a 3-year student-athlete and member of the Boilermakers Football team while...
Peter J. Gaughan III, AIF®
Wealth Advisor
Peter graduated from the University of Cincinnati with a degree in Urban Planning and transitioned to the investment industry in 1983 when he earned his registration as a Financial Advisor and he is also an Accredited Investment...
Song Bowman
Executive Assistant
Contact Us
Louisville, Kentucky
Office: (502) 499-5668
Toll-free: (866) 425-5678
Fax: (502) 499-5669
info@retirementplanningsolutions.com