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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...

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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...

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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...

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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...

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Arthur Carter

Client Services

Arthur is a technology-focused member of our team who helps to streamline the client experience. He has a background in computer science and machine learning, which he applies to create innovative solutions for our firm. Arthur is...
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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...

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Donna Davenport

Operations Director

Donna Davenport is the newest member of the RPS team as the Operations Manager. She brings over 25 years of Administrative Management with experience in team building and support, marketing, events, sales, publication and implementing...
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Grace Robertson

Administrative Assistant

Joseph Schifano

Insurance Specialist

Since the start of his career in 1984, Joe gained tremendous experience in varied areas of insurance and benefit planning. Most recently Joe launched his own insurance services firm where he feels he will be best positioned to provide...
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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...

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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...

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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...

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Mike Battaglia

Wealth Advisor

Mike is from a small rural community in central Indiana.  Growing up in this farming community has instilled in Mike the values that he lives by today: Honesty, Integrity, Hard Work, and Loyalty to Family and Friends.  Mike...
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Noah Ellison, MBA

Wealth Advisor

After graduating from Trinity High School, Noah attended Purdue University where he was a 3-year student-athlete and member of the Boilermakers Football team while...

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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...

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Song Bowman

Executive Assistant

Song comes from a strong background of customer service. All her previous experience comes from service-oriented jobs paying attention to customer satisfaction. Graduating with a Bachelor's in Graphic Arts, Song is very detail oriented...
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Contact Us

Louisville, Kentucky

Office: (502) 499-5668

Toll-free:  (866) 425-5678

Fax:  (502) 499-5669

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