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Meet the Team 

Our advisors investment approach is focused solely on Credit Union members and their needs.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help our credit union members better prepare for the future. Over the years, we have strived to earn a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. We believe a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover how we can help you manage your finances.  If you are saving for retirement or that first house, we are here to help you come up with a plan that addresses your needs.

Greg Smith

Greg Smith,

Program Manager/LPL Financial Advisor

(502) 815-1182

(502) 814-0412

Samantha  Jenkins

Samantha Jenkins

Non-Licensed Administrative Assistant



Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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