Don Garton CFP®, ChFC®, CRPs®

Managing Partner

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. 

​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 family. He is actively involved in his church and serves as a board member on the Kentucky Social Welfare Foundation, the Louisville Presbyterian Theological Seminary Women’s Center and chairs the mid-Kentucky Presbytery Finance Committee.

Check Don's background on FINRA's Broker Check.

Barry Meyers CRPC®

Partner

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.

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.

Billy Fowler

Investment Advisor Representative

Billy graduated from Centre College and has been in the insurance and financial services business since. He got his start in the industry at Morgan Stanley Dean Witter in the late 90’s. He then chose to start his own business in 2003.  Along with financial services, he started The Benefits Firm with the objective of creating the most prominent, customer service driven firm in the region. Billy is active in the community and participates in several civic organizations. Formerly, Billy served as the president of the Saint Matthews Chamber of Commerce. He is a strong advocate for children's charities, specifically Kosair Charities, West End School and the YMCA.

Billy is happily married to his wife Erin and has three children, Madison, Morgan, and B. Erin. Billy is an avid runner and has completed over a dozen marathons all over the United States. He is passionate about food and enjoys walking through the Highlands, Nulu, and Germantown to various local eateries.

A fun fact about Billy is that he loves turtles.  He has had several turtles and tortoises as pets.  He also has been an advocate for various species of sea turtles.  He has donated to and visited several sea turtle organizations throughout the country.

Billy is passionate about business and prides himself as a client advocate for both individuals and small business owners.

Michael Garton

Client Development Manager

Michael grew up in Louisville and has worked around the country in various roles for public and private sector organizations including Louisville Metro Government, the Kentucky House of Representatives, private healthcare companies, and partisan, non-partisan, and issue-oriented campaigns.

Michael has experience in publishing, federal compliance work, media relations, campaign management. Currently, he assists all aspects of our firm to ensure that we continue to develop our approach to client support.

Alex Cole

Operations Associate

Alex joined Advantage Investment Management after completing a Bachelor of Science in Business Economics and Marketing with a minor in International Business all from the University of Kentucky. He will be working as an operations associate with the firm. In college he was a founding father of Phi Delta Theta and studied abroad in Spain for a semester. He has been employed as a middle school teacher in the Louisville school system and is coming from Fidelity Investments where he gained his first experience in financial services. His career path has given him a great understanding of wanting to help people. It has also bolstered his communication skills. 

Alex has lived in Louisville for most of his life and really has grown to love the city. Tom Sawyer park is a place he tends to spend a lot of time playing tennis and soccer. He strives to learn something new every day in order to expand his horizons. He also enjoys exploring nature and testing out local food places.

Lisa Heffley

Lisa has worked in the financial services industry for over 30 years. She graduated from The University of Pittsburgh with a Bachelor’s of Science degree in Business Administration and Psychology. Her experience in financial services includes holding various management positions in the areas of sales support and marketing, research, administration, and operations with several Fortune 500 companies. Lisa started her career with Raymond James Financial in the Retirement Accounts department, moving into management positions in the Shareholder Services area.  She has worked as a business analyst for The Guardian Life Insurance Company, as Director of Licensing and Commissions for Aegon, and Director of Competitive Intelligence for Western & Southern Life’s Annuity Division.

Prior to joining Advantage Investment Management, she also worked as an independent consultant focusing on market intelligence for top life insurance companies. Lisa has been with Advantage Investment Management since 2013, working with advisors in the areas of investment research, portfolio review and analysis, administration, and operations and sales support. Lisa holds series’ 7, 63, and 65 FINRA registrations in addition to her Chartered Financial Consultant (ChFC) designation from the American College of Financial Services. She is licensed as a life insurance agent in the state of Kentucky. Utilizing her experience and expertise, Lisa is now focused on helping clients achieve their financial goals.

In her spare time, Lisa enjoys playing USTA league tennis, pickleball, yoga, and fitness walking. She is on the Board of Trustees and the Investment Committee of The Temple in Louisville, KY. 

Nick Stauble

Nick Stauble was born and raised in Louisville, where he went to Trinity High School. While in high school, Nick ran cross country and track. Afterwards, he moved to Bowling Green to complete a Bachelor of Science in Strategic Marketing at Western Kentucky University. During his time there, Nick served as the Alumni Relations Chairman for his fraternity and spent his free time competing in intramurals.

While in school, he worked as a server at a local restaurant, as well as in sales support for Albert B. Crush Co. After three years, Nick graduated and returned back to Louisville to start his career. He now joins the Advantage Investment Management team as a marketing/client development assistant. In his free time, Nick enjoys canoeing, hiking, camping, or playing the mandolin and harmonica.