Don Garton, CFP
Managing Partner
With over 18 years in financial planning, Don has the knowledge and experience to guide his clients in both long and short term investing. He has a history of building and maintaining trusting relationships with his clients many of whom have been with him since he first began his practice.
Attentive and exceptional service compliment Don’s financial planning advice. As a client’s life and family circumstances change, Don helps each client plan a strategy consistent with these changes. As a registered professional he maintains up to date knowledge of current market trends and a wide range of the latest investment products.
Don’s interests outside of his financial planning practice include mentoring boy scouts and an active involvement in his church community. He looks forward to working with you.
Lacey Eger
Administrative Associate
Lacey is the go to person for A.I.M and is the main point of contact for clients most of the time. She is responsible for a variety of activities which include: setting and confirming appointments, maintaining our client data base and client files, creating research reports for client meetings, handling questions or situations which the clients have, processing all paperwork and assuring that all tasks required by industry regulations have been performed.
Lacey was born and raised in Southern California and moved to Louisville in 1999. She has a B.A. in Psychology form the University of Louisville. Lacey and her husband live in Goshen, KY, a part of metro Louisville, with their 2 daughters. They enjoy spending time together, and are currently, as a family, working toward earning their black belts in Tae Kwon Do.
Mary Marcia Winfrey
Client Development Associate
Mary Marcia has two main areas of focus within client development. She keeps in touch with our current clients thorough phone calls, sending the firm’s bi-monthly newsletter and birthday and Christmas cards. She also looks for avenues for developing new clients through community expos, finding professionals for potential partnerships and designing materials to be given to prospective clients. Mary Marcia enjoys the variety of tasks she does during the 2 days a week which she works. This is the second time Mary Marcia has worked with A.I.M., having been an Administrative Associate prior to the birth of her son.
Mary Marcia was born and raised in Atlanta, Georgia. She moved to Louisville in 1997 and now considers it home. Mary Marcia has a B.A. from Wesleyan College and an M.A. from Georgia State University, both in International Relations. Outside work, her interests include involvement in several mothers’ groups and active participation in her church. She and her husband have one son, who is a preschooler.
