Our People

Matt Schwartz, RHU
President - Strategic Advisor

Phone: (502) 451-1121 Ext: 140

Shelley Kuussalo
Client Advisor

Phone: (502) 451-1121 Ext: 145

Carol Flispart
Key Client Services

Phone: (502) 451-1121 Ext: 149

Scott Schwartz, RPLU
Vice President - Strategic Advisor

Phone: (502) 451-1121 Ext: 121

Jason Wolff
Strategic Advisor

Phone: (502) 451-1121 Ext: 130

Paula Vasse
Key Client Services

Phone: (502) 451-1121 Ext: 135

Maureen Lippy
Client Services Director

Phone: (502) 451-1121 Ext: 125

Melissa Stewart, CIC
Business Client Advisor

Phone: (502) 451-1121 Ext: 126

Jesse Abbott, CISR
Business Client Services

Phone: (502) 451-1121 Ext: 128

Amanda Edlin, CISR
Business Client Services

Phone: (502) 451-1121 Ext: 127

Jerry Fine
Strategic Advisor

Phone: (502) 451-1121 Ext: 112

Robert Sprawls
Financial and Estate Planning

Phone: (502) 451-1121 Ext: 144

Traci Morreau
Client Advisor

Phone: (502) 451-1121 Ext: 117

Brittany Corbett
Individual Client Services

Phone: (502) 451-1121 Ext: 115

Katie Tate
Individual Client Services

Phone: (502) 451-1121 Ext: 111

Mike Morgan
Agency Services Director

Phone: (502) 451-1121 Ext: 105

Lisa Burns
Director of First Impressions

Phone: (502) 451-1121 Ext: 101

Robin Clark
Accounting

Phone: (502) 451-1121 Ext: 106