BLUEGRASS REGION - Key Persons
Job Titles:
- Associate
- Regional Director
Brandon Lytle has been in the financial planning industry since 2008. For the past decade, he has functioned specifically as a practitioner and entrepreneur at Money Concepts. In that time, his financial planning practice has grown from the ground up into one of the largest and most successful businesses in the Bluegrass Region. Today, he has two partners, a staff of four, and oversees the management and operations of over 500 clients with a combined $300,000,000 in AUM.
Job Titles:
- Transition Liaison Coordinator
Lori is your transition liaison to the support team at the home office, coordinating timely, responsive assistance to ensure a successful transition. As you make your transition, she is your main point of contact for all things including, services, operations, marketing, technology, and compliance.
Mari is responsible for the day-to-day administrative activities of the region. She is here to help answer your questions and direct you to the person who can serve you best.
Mindy contracts with advisors to provide business processing support for the region. She is instrumental in helping practices with their administrative needs.
Job Titles:
- Advisor Relations Coordinator
Paula assists with the initial onboarding of new advisors, guiding them through the licensing process. Once you are licensed and transitioned your practice, Paula is your primary contact for practice-related questions and is the leader of our Bluegrass Advisor Support Team.
Robin assists with marketing by working with advisors on company website content and newsletter set-up. She also assists as regional administrator to answer processing questions.
Job Titles:
- Financial Advisor
- Leader
- Regional Director
Russ Lytle has been a financial advisor for over 30 years. He has served as president and owner of the Bluegrass Region in Kentucky since 2003. In that time, Russ has built one of the premier wealth management firms in Kentucky and the surrounding area.
Russ is an engaged leader whose priority is supporting the advisors of the Bluegrass Region.
Ryan assists with the initial onboarding and licensing of new advisors, specifically with the necessary paperwork and agreements necessary to initiate the transition. After you have transitioned your practice, Ryan is your technology consultant and integral member of the Bluegrass Advisor Support Team.