3432 Stony Spring Circle,
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...
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...
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...
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...
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...
Noah Ellison, MBA
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...
Peter J. Gaughan III, AIF®
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...
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...
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...
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...