Our Team

Our Team

While the members of our firm all come from different backgrounds, we’re united in our view that preventing blindspots should always be our top priority.

Every member of our team is fully dedicated to helping you achieve financial security—not just for you, but for the people you care about as well.

Brian Cohoon


Brian Cohoon has over 30 years of financial & estate and trust planning experience. Before starting his own independent financial planning firm in 2022, he worked for over 18 years as a Senior Trust Executive for several large regional trust companies. During this time, he successfully helped launch a regional Financial Planning Division for a publicly traded bank trust company and also helped establish an independent Insurance Agency for the bank. He also spent 4 years as Director of Planned Giving for a large healthcare system in Kentucky prior to his trust company work, giving him significant charitable estate planning experience. Brian’s insurance expertise focused on fiduciary policy reviews and working with business owners, succession planning, and estate planning needs involving insurance.

In his last role with a private trust company, Brian was Head of Family Office Services, where he brought together his past experiences of financial planning, trust planning, philanthropy, and advanced insurance background to help High-Net-Worth families coordinate their personal and generational planning.

Brian is a financial professional and a teacher at heart. He has been a Certified Financial Planner™ (CFP) practitioner since 1996. He also holds his AIF (Accredited Investment Fiduciary), CRPC (Chartered Retirement Planning Counselor), and his CKA (Certified Kingdom Advisor) designations.

Brian is married to his wife, Tracy, and lives in Louisville KY. Together, they have 6 children and 1 dog. He volunteers with several non-profit organizations in the Louisville area and is on the Board of Nadus Films, a disruptive media content and faith-based film company tackling issues such as human trafficking in the US and around the world.

Team Members

Bradley Ledford

Financial Advisor

Clay Summers

Executive Benefits

AJ Reiber


Jordan Guess


Kelly Hall


Kevin Stanko

Annuity Planning Consultant

Joe Middleton

Insurance Planning Consultant

Don Rosborough

Business Planning Consultant