About
Unlock the Power
of Uncommon thinking
Why We love what we do
Guiding our clients to a better life drives us every day. Whether It's a la carte services or comprehensive planning, we're here to serve you. Your success is our success.
Why Our Clients choose us
We recognize you have many choices about who to work with. We believe the more personalized the plan, the more compelling the results. Our team comes from a diverse background of industry experience
Our TeamWho you'll be working with
A proactive financial advisory firm committed to working with clients to help uncover strategic insights, create unique financial outcomes, and maximize value.
Scottie Howard CFP CLU ChFC CEPA
Market Leader, LFG KY; Vice President
Scottie is the Vice President of Growth & Development for LFG Kentucky, where he plays a pivotal role in driving market expansion and leadership. A 2008 graduate of Miami University in Ohio with a degree in finance, Scottie began his...
Thomas D. Wyatt JD CFP AIF
President - LFG Columbus; Business Planning Specialist
Danielle K. Swann
Executive Vice President
Brian D Smith JD CFP
President- LFG Southwest FL; Director of Advanced Planning; Estate Planning Specialist
Ben McKain
Managing Associate; Financial Advisor
Our ResourcesOur Resource Library
A proactive financial advisory firm committed to working with clients to help uncover strategic insights, create unique financial visuals, and maximize value.
