PERSONAL & BUSINESS WEALTH DESIGN
Prior to joining Advantage Investment Management in 2012, he was the Chief Marketing Officer of the Lifetime Income Solutions Group (Western & Southern Financial Group). His primary duties included managing the financial planning practice, lecturing at national/regional planner conferences and conducting intensive training sessions for planners on the topic of retirement income planning.
Barry enjoys reading, exercise, going to the theater and sporting events, listening to music and playing golf. Barry is married to his best friend Shelley and they live with two spoiled Yorkshire Terriers who allow them to share their home in Prospect. He serves on the Kentucky Center for the Performing Arts Endowment Board.
Check Barry's background on FINRA's Broker Check.
primary contact for our clients. She has gotten to know many of our clients well over the last several years.
Lacey has excellent intra-personal and organizational skills, which are shown as she completes the myriad of tasks she performs on a daily basis. Lacey also has the wonderful ability to find needed information, answer the many questions, or solve any problems thrown her way.
Lacey was born and raised in Southern California and moved to the Louisville area in 1999. She has a B.A. from the University of Louisville. Lacey lives with her husband and two daughters.
goal is to help guide you toward prosperity, financial security and peace of mind.
Born in Olney, Maryland Mike graduated from Towson University with a B.S. in Psychology. In his spare time Michael enjoys supporting Chelsea Football Club, traveling, hiking, cooking and spending time with his family. He has been fortunate enough to travel throughout Asia where he met his lovely wife Tina. They’ve lived in Louisville for six years and enjoy all the kind and friendly people here.
Check Mike's background on FINRA's BrokerCheck.
Barry has extensive experience in the financial services industry. He was a "Wall Street" guy who moved to Louisville to join Capital Holding (later renamed Providian). While there, Barry served as SVP of Retail Marketing and President of Capital Holdings Securities Corporation.
Don is the founding partner of AIM and has over 25 years of experience as a financial advisor. He has a history of building and maintaining trusting relationships with his clients because he believes that clients are best served when they are in a continuing relationship with a financial advisor.
Lacey is lead person for the day-to-day administration of the office including answering questions from clients, staff, and the many companies we work with; processing business; and scheduling Don’s calendar. She joined Advantage Investment Management in 2008 and quickly became the
knowledge of compliance issues, knack for research, and attention to detail help her accomplish her goals masterfully.
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. Outside work, her interests include volunteering at her son's school and active participation in her church. Mary Marcia lives with her husband and son in Louisville.
Don has chosen to further his knowledge and skill set by studying for and earning the following designations: Certified Financial Planner™, Chartered Financial Consultant®, Chartered Retirement Plans Specialist™. He has also been the recipient of numerous professional awards and distinctions.
Don received a B.S. from the University of Missouri and M.Div. from Louisville Presbyterian Theological Seminary. Outside of work, Don enjoys spending time and traveling with his wife and two grown sons. He is actively involved in his church and volunteers with Hosparus, the Louisville Presbyterian Theological Seminary Women’s Center and the Presbytery Finance Committee.
Check Don's background on FINRA's Broker Check.
Mary Marcia has worked with Advantage Investment Management since 2003. Over the years she has held many positions including Administrative Associate, Client Development, and Marketing Associate. Her current incarnation has her tackling the special projects AIM undertakes. Her
Mike’s work has always centered around helping other people achieve their goals, and he has joined a great team that shares the same vision. His ability to cultivate and continuously develop meaningful relationships remains the cornerstone in his work/life philosophy. Mike’s ultimate
Compliance and Marketing Associate
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