Marc I. Cobane AWMA®, CRPS®, CEPA, CRPS
Director of Discretionary Portfolios, Employee Benefit Solutions, Business Owner Solutions, Private Investments
Greg M. Turcotte CFP®
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.
Aaron P. Ammerman
Director of Equity Research, Pension Consulting, & Macro Economics
An experienced professional within the financial services industry, Aaron has over two decades of experience advising a diverse group of individuals and institutions. With an emphasis on providing financial planning services to individuals, families, and business owners, he is able to help bring clarity to difficult but important decisions. Aaron also has extensive experience in advising public and private pension funds along with family offices.
Aaron earned a BA in Business Administration from Asbury University in addition to a Masters in Economics from the University of East London (UK).
He is also very involved with local non profit organizations that focus on education, public policy reform, and historic preservation.
Tracy Hulberg
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.
Katy Kugler
Client Service Associate
Meet Katy, a dedicated Client Service Associate at Alpha Financial Partners who brings a servant's heart to every client interaction. With a background rooted in compassion, Katy excels in creating an environment of hospitality where client needs are met with care and expertise. As a vital component of our client relations team, Katy oversees scheduling, communication, and account maintenance, ensuring the smooth operation of our financial services.
Katy's commitment to service in ingrained in her journey. While attending Berea College and holding a degree in Nonprofit Management & Addiction Studies from City Vision University, she has developed a unique perspective that harmonizes both financial strategies and personal well-being.
As a devoted mother of three, Katy understands the value of secure financial planning. Her personal experiences enhance her ability to guide families through important financial decisions, grounded in a deep understanding of the challenges and dreams that come with parenthood.
Beyond her professional role, Katy is an active participant in her community. Her servant's heart shines through her involvement with children's organizations and her unwavering support for the homeless population. This commitment mirrors her personal values and reinforces the positive impact individuals can make beyond financial matters.
When she's not focused on client service, Katy finds joy in exploring the outdoors, cherishing moments with her family, and discovering culinary treasures in her local community. Her genuine appreciation for life's simple pleasures aligns with her belief in embracing both financial accomplishments and personal fulfillment.
