Capitalis Planning Partners

Leadership

President

Todd & Gaines - Northwestern Mutual Wealth Management Co.
859-899-0420

President Elect/Vice President

Trinity Aging Life Advisors
859-391-9006

Secretary

Stites & Harbison PLLC
859-226-2217

Treasurer

First Kentucky Trust Company
502-400-6018

Immediate Past President

Stites & Harbison, PLLC
859-226-2300

Board Member

Embry Merritt Womack Nance PLLC
859-543-0453

Board Member

Fifth Third Bank
859-281-2144

Board Member

Dean Dorton Allen and Ford, PLLC
859-425-7790

Board Member

Corporate Finance Associates
859-963-2400

Council Executive

Gregory Accounting and Business Services, LLC
859-576-4494

The unauthorized use of member contact information obtained from this website and related material is expressly prohibited.