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360 E. Vine Street, Suite 320
Lexington, KY 40507
We believe that the best work is done through collaboration. We know that money is personal, and that’s why we create an individualized plan for each of our clients in which we work together to build and protect their assets.
Story
Financial Advocates
John V. Boardman, III, CFP
®
John V. Boardman, III, CFP
®
Andy Reynolds, CFP
®
, MBA
Andy Reynolds, CFP
®
, MBA
Cameron Hamilton, CFP
®
, MBA, CPWA
®
Cameron Hamilton, CFP
®
, MBA, CPWA
®
Brian Burton, CFP
®
Brian Burton, CFP
®
Frank E. Yozwiak, CFP
®
, J.D., LL.M. in Taxation
Frank E. Yozwiak, CFP
®
, J.D., LL.M. in Taxation
Our Staff
Trent Lakes
Trent Lakes
Christopher Benge
Christopher Benge
Dereka Bradley
Dereka Bradley
Madeline Flynn
Madeline Flynn
Jeff Lehmann
Jeff Lehmann
Christine McCabe
Christine McCabe
S. Kristopher Bowerman
S. Kristopher Bowerman
The Ballast Experience
is the continuous refinement of a personalized financial map.
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