MONEY CONCEPTS CAPITAL - Key Persons
Job Titles:
- Founder and Senior Partner With Creative Capital Group
- Senior Partner, Financial Planner
Brandon Lytle is a founder and senior partner with Creative Capital Group and nearly 12 years of experience as a financial planner.
Brandon advises physicians, professionals, small business owners, and entrepreneurs on how to grow their net worth responsibly, while living the lifestyle they've worked hard to attain. Using his proprietary Pathfinder Process, he offers clients a unique way to view their financial situation and advises on intelligent strategies that support their goals and objectives.
Brandon is a 2003 graduate of Trinity High School and 2007 graduate of the University of Kentucky with a B.S. in Management and Finance. In the community, Brandon currently serves on the planning committee for "Louisville Friends of V," a branch of the V Foundation.
Brandon, his wife Ashton, and their son Carson live in Louisville and are members of Audubon Country Club.
Job Titles:
- Senior Partner With Creative Capital Group at Money Concepts
- Senior Partner, Financial Planner
Chris Puffer is a senior partner with Creative Capital Group at Money Concepts with nearly 25 years of experience as a financial planner. Since 1997, Chris has utilized creativity and intelligent financial thinking to manage and guide clients through life's stages.
Chris began his career as a financial planner at Prudential where he spent 10 years before moving over to Money Concepts to form the Puffer Financial Group in 2005. As owner of the Puffer Financial Group, Chris became one of Money Concepts' top advisors and a respected company leader.
In 2015, Chris partnered with Brandon Lytle and Kevin Woodall to form the Creative Capital Group at Money Concepts. Chris and his team have built one of the largest and most respected practices in Money Concepts. Together, they manage significant assets and serve the comprehensive planning needs of individuals, families, and business owners across the country..
Chris played soccer at the University of Louisville and served on the Alumni Association Board for 10 years and was Chairman of the association from 2014 to 2016. He has also served on the board of the V Foundation in Louisville, in addition to serving at his church for many years. Having spoken at conferences and consulted advisors across the country, Chris is widely respected as a financial professional in the insurance and financial planning industry.
Chris and his wife, Lisa, have three daughters: Sydney - a graduate of Clemson, Claire - a student at the University of Louisville, and Kate - a student at Auburn.
Job Titles:
- the Bluegrass Region 's Founder
Job Titles:
- Certified Financial Planner
Daniel Aroh is a Louisville native. He grew up in Anchorage and attended Christian Academy of Louisville then, Western Kentucky University.
Daniel graduated from the oldest financial planning program in the country at WKU and passed his CFP board exam to become a Certified Financial Planner.
He was introduced to Money Concepts by The Bluegrass Region's founder, Dan Greenwell, another proud WKU alumnus. Their relationship led Daniel to join Creative Capital Group directly after graduation in 2018. Creative Capital Group is one of the largest and most successful Money Concepts practices in the country.
Daniel is continuing to grow and leverage his education to help the team. His school experience and use of technology has made him an integral part of the team, and he continues to grow his own client base, while also taking a lead role with many of the team's existing clients. Daniel collaborated to help create the team's proprietary "Pathfinder Process." Daniel passionately believes everyone needs a personalized financial plan. Through his dedication, Daniel is bringing the next generation of planners into the practice.
Daniel and his wife Sarah live in Louisville and are committed to being with the practice and in Louisville for many years to come.
Job Titles:
- Certified Financial Planner
- Representative With
Jennifer Greenwell Haddow is a licensed Registered Representative with Money Concepts Capital Corp. She also became a Certified Financial Planner™ in May of 2006.
Since 1998, Jennifer has been helping individuals in areas of financial planning, including retirement planning, college planning, and life insurance planning.
When Jennifer was eleven years old, her father became a financial planner. She loved his dinnertime stories of helping his clients, and she even attended his alma mater, Western Kentucky University, where she earned her bachelor's degree in mathematics. However, like many college graduates, she was anxious to strike it on her own without her parents, and "fell into" a career in the HMO insurance industry.
By 1998, she had become disillusioned working for a big company since she had always thought of herself as helping people rather than the corporate bottom line. It was at that point that she remembered her dad's stories and knew that she needed to change careers. He has been and continues to Jennifer's mentor in an ever-changing industry. The one constant is helping people achieve their dreams of financial security, and that continues to be her number one priority to this day.
Jennifer graduated from Western Kentucky University in May of 1990 with a Bachelor of Arts degree in Mathematics with a second major in Spanish. In 2006, Jennifer obtained her Certified Financial Planner designation from the Certified Financial Planner Board of Standards, Inc.
Jennifer holds the following licenses:
FINRA Series 7 - General Securities Representative
Series 66 - Combined State Law Examination
Series 24 - General Securities Principal
Securities licensed in the States of IN, KY, OH
Variable Life & Health licensed in the states of KY and IN
Jennifer is married to Chris, and they have one son, Samuel. They are members of Southeast Christian Church and volunteer as a family at the church's children's library. Jennifer is also a parent volunteer at Highlands Latin School and enjoys books, music, travel, farmers' markets, and vegetarian cooking.
Job Titles:
- Senior Partner With Creative Capital Group at Money Concepts
- Senior Partner, Financial Planner
Kevin Woodall is a senior partner with Creative Capital Group at Money Concepts with 11 years of experience as a financial planner. Since 2006, Kevin has utilized Intelligent Financial Thinking to manage and guide clients through life's stages.
Kevin began his career as a financial planner at Prudential where he worked for a year before moving over to Money Concepts in 2007. Once at Money Concepts, Kevin worked with Chris Puffer as a team member of the Puffer Financial Group at Money Concepts as a Senior Associate.
Kevin graduated from the University of Louisville in 1993 with a BS in Education. He is passionately involved with St. Martha Catholic Church where he participates in youth coaching duties and community fundraising events.