Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Nickolus Stephens (CRD# 5011187) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in La Grange, KY and has over 12 years of experience in the finance industry.
Patrick Lach (CRD# 5906366) is an Investment Advisor Representative working at Lach Financial, a fee-only Investment Advisory firm, in Louisville, KY and has 5 years of experience in the finance industry. Patrick Lach holds a Ph.D. in finance and is also a Chartered Financial Analyst (CFA) Charterholder. He has multiple publications in peer-reviewed academic journals and has been sourced as a subject-matter expert for 11 college-level textbooks by leading publishers such as McGraw-Hill and John Wiley & Sons, Inc. In addition, he has been interviewed and quoted by leading media outlets such as The Wall Street Journal and the Public Broadcasting Service (PBS).
In his ten years of teaching in higher education, Dr. Lach has taught over 1,100 students and has received multiple teaching awards for his performance in the classroom. He brings the same passion and enthusiasm to his clients to motivate and inspire them to reach their financial goals.
Patrick Lach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Wesley Crowdis (CRD# 4979155) is an Investment Advisor Representative working at Winebrenner Capital Management LLC in Louisville, KY and has 9 years of experience in the finance industry.
Winebrenner Capital Management is a Registered Investment Adviser with a team of dedicated professionals who built the firm on a foundation of responsibility, integrity, and experience. Our team is committed to providing personalized financial planning services and advice based on your individual situation, goals, and needs. We offer over 50 years of combined investment and business experience, utilizing...