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Partner
Alan has specialized in the wholesale distribution of financial services products for 30 years, partnering w/advisors across multiple channels to raise more than $1.5 billion in assets. He co-founded Vision Wealth Marketing in 2019 to create a platform to engage financial advisors in a consultative manner, in order to identify the best solutions for their clients. He enjoys spending time with family, travelling & working out. He resides in Louisville, Ky with his wife, Kathy, and two children, Taylor & Nolan.
Partner
Kyle is committed to keeping his foot on the gas in his career and education. He’s one of the 5% of CFP® professionals under 30 years old. Kyle previously served as Sales Team Lead at Jackson National. Prior to this Kyle was an internal wholesaler at Jackson, where he helped accumulate over $750 million in assets in less than 5 years.
JOHN DOE
Partner
Mark has been in the financial services industry as an advisor for 16 years, and as a Whoelsaler for over 22 years partnering with advisors in raising nearly $3 Billion dollars in assets!
Mark currently reside in Louisville Ohio with His Bride of over 32 years, 4 daughters, 3 son-in-laws and 7 grandchildren they enjoy spending family time with!
JANE DOE
Phone:(502) XXX-XXXX
Address: 1807 Brownsboro Rd, Louisville, KY 40206