RELIANT WEALTH PLANNING - Key Persons
Angela is the master scheduler, reaching out to make sure meetings and reviews happen when they should. She will welcome guests and ensure they are comfortable as she will often be the first point of contact when guests arrive. She also helps support Reliant by facilitating internal office operations.
In his role as Analytics Manager, Brian is primarily engaged in the development and application of the processes and tools used to transform data into usable information to support the wealth planning, investment management, and business needs of Reliant Wealth's clients and stakeholders. Additionally, he carries out various investment research, trading, and account maintenance activities.
Brian is a CFA® charterholder and a CIPM® certificant.
Brian's financial services career began in 1993, with the first decade spent working in various banking and investment roles for leading regional banks in WV and OH. In 2003, he moved to Louisville, KY to continue his career growth at national and global firms in the insurance, brokerage, and asset management sectors. Brian got to know Shaun and Laura in 2005 while employed at Merrill Lynch, and stayed connected until their career paths merged again 10 years later at Hilliard Lyons.
As a Client Action and Planning Specialist (CAPS), Caitlin focuses on client needs and goals first by developing a Wealth Plan and then executing the Action Steps established in the plan. In doing so, she is ensuring that clients are getting the most out of their relationship with Reliant.
Caitlin holds the FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL SM (FPQP®) designation.
As a Wealth Planner, Jessica works behind the scenes on financial plans to ensure everything is updated and any needed adjustments are noted. Jessica also acts as a liaison between clients and various outside insurance professionals when comprehensive planning calls for Risk Management issues to be addressed.
Jessica holds the Certified Estate Planner TM (CEP®), CERTIFIED FINANCIAL PLANNER TM (CFP®), and RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) designations.
Job Titles:
- Founding Partner & Wealth Advisor
Laura is generally accepting new clients with at least $750,000 in assets available to be moved to Reliant for management.
As a Founding Partner of Reliant Wealth Planning, Laura oversees client service with the goal of providing clients with a feeling of comfort regarding their planning and the management of their financial resources.
Laura has her CERTIFIED FINANCIAL PLANNER TM (CFP®) designation from the Certified Financial Planner Board of Standards, Inc., her RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) and CHARTERED FINANCIAL CONSULTANT® (ChFC®) designations from the American College of Financial Services®, her ACCREDITED BEHAVIORAL FINANCE PROFESSIONAL℠ (ABFP℠) and her CHARTERED RETIREMENT PLANNING COUNSELOR SM (CRPC®) designations from the College for Financial Planning®.
As a Client Action and Planning Specialist (CAPS), Lucas focuses on client needs and goals. By assisting with the development of wealth plans for the client and through the execution of action steps established in the plan, Lucas helps provide the guidance and administration needed to help ensure the client's success.
Lucas holds the CHARTERED RETIREMENT PLANNING COUNSELOR SM (CRPC®) designation.
Job Titles:
- Operations & Compliance Associate
Job Titles:
- Planning & Portfolio Analyst
As a Planning & Portfolio Analyst, Nicholas' responsibilities combine that of a traditional financial planner, portfolio management/analytics, and operations/compliance. Nicholas enjoys refining systems and processes to better capture data, as well as researching and staying up to date on investment specific news. He is dedicated to serving clients, growing as a professional and making the most of his talents.
Nicholas holds the CERTIFIED FINANCIAL PLANNER TM (CFP®) designation.
Job Titles:
- Client Service & Operations Specialist
Job Titles:
- Founding Partner & Wealth Advisor
Shaun is married to his high school sweetheart Eva, and they have three daughters. He is active at Southeast Christian Church where he is a volunteer teacher. Shaun is also a blackbelt Kenpo Karate practitioner and loves all things Halloween.
Job Titles:
- Information Systems Manager
Job Titles:
- Operations and Compliance Manager
As the Operations and Compliance Manager, Trish is responsible for ensuring that the firm is compliant with laws, rules and regulations, and company policies. She also provides guidance and support for all operational functions at the firm. In addition, she heads up human resources and internal financial functions.
Trish holds the INVESTMENT ADVISER CERTIFIED COMPLIANCE PROFESSIONAL (IACCP®) designation.