Our Team

Director of Discretionary Portfolios, Employee Benefit Solutions, Business Owner Solutions, Private Investments

Director of Financial Planning, Insurance Consulting, Employee Education & Wellness

Greg enjoys the process of crafting personalized and comprehensive financial plans, ultimately helping his clients meet their lifelong goals and objectives. Prior to co-founding Alpha Financial Partners in 2020, Greg spent nearly five years at UBS Financial Services in Lexington, Kentucky. Before that he was an Advisor and Planning Specialist with two independent, boutique firms in Detroit, Michigan.

Over the past fifteen years, Greg has built his practice around trust and integrity, with his underlying goal to assure clients' have the peace of mind and total transparency in their financial plans.

He earned his degree from Transylvania University in Lexington, KY and remains heavily involved with his alma mater today, previously serving as President of the Young Alumni Council. He is a huge sports enthusiast, with a specific passion for golf and thoroughbred racing. Greg lives in Lexington with his wife Amanda, their children Colleton and Adelane, and border collie, Tillie. 

Director of Equity Research, Foundation and Endowment Consulting, & Macro Economics

An experienced professional within the financial services industry, Aaron has over twenty-five years of experience advising a diverse group of individuals and institutions.  After a long career with a global investment bank and wealth management firm, Aaron co-founded Alpha Financial Partners with Marc Cobane and Greg Turcotte in January of 2020.  With an emphasis on providing extensive financial planning and asset management services to individuals, families, and business owners, he is able to help bring clarity to difficult but important decisions.   Aaron also believes strongly that citizens are called to make a difference in their community.  The support and guidance he has given to a number of local nonprofits has been valuable in helping them achieve and retain a solid financial foundation.  Nonprofits with a focus on education, public policy, and historic preservation are among those with which he has participated. Aaron heads the Alpha Financial Partners office in Louisville while also spending time in the Lexington office.  

With deep family roots in Detroit, Michigan, Aaron migrated to Kentucky to attend Asbury University where he earned a BA in Business Administration.  In addition, he went on to earn a Masters in Economics from the University of East London (UK).  Outside of work, he enjoys travelling with his very active family, exploring national parks, and participating in anything outdoors. 

 

Tracy was born and bred in the rolling plains of North Dakota and understands the true essence of hard work, having been raised on a farm where dedication and tenacity were daily prerequisites.

With a rich experience of almost two decades in retail banking, Tracy brings a deep-rooted knowledge of the industry's intricacies and nuances.

A keystone in her professional journey has been her relentless positivity. It's an attitude that has served both her and her clients exceptionally well over the years. Furthermore, Tracy firmly believes that the foundation of any successful client relationship is stellar service. It's not just about numbers and finance; it's about the people, their dreams, and how to achieve their dreams.

On the personal front, Tracy is happily married to Mathew, and together, along with their children, they have embraced the beauty and warmth of Kentucky as their home for over 15 years.