Greater Louisville Inc.

Senior Investor Development Manager

Named the National 2019 Chamber of the Year - GLI's mission is to help grow the regional economy.

My role at GLI is to work with our 1,700+ investors to facilitate connections and foster goodwill among the Louisville business community. A typical day in my shoes consists of several one-on-one meetings with our businesses where I learn what they specifically need to grow and thrive. 

Economic development, Workforce, Advocacy - GLI plays an integral role in each of these areas to help foster a more business-friendly Louisville.

Investor Development Manager

Wrenne Financial Planning LLC

Wrenne Financial Planning is a fee-only firm providing comprehensive financial planning for physicians and dentists which includes necessary accountability, encouragement, and education along the way. Think of us as your financial trainer, consultant, and coach. We have a combined 26 years of experience providing financial advice professionally to physicians and other professionals.


WHAT SETS UP APART

Transparent pricing
No commissions or kickbacks
Fiduciary all the time
Physician specialists

Financial Planner

Kentucky Financial Group, Inc.

For decades Financial Advisors have helped individuals and families achieve financial freedom. There's no secret formula to success, no magic shortcut, no "get rich quick" scheme. Just good sensible advice, guidance, and education. With the right professional relationship dreams become goals, which become reality. 

My passion for this career is helping others, plain and simple. A Financial Advisor is as important to an individual or family as their doctor, and I strive to deliver that value to each and every client of mine. Most of us spend the majority of our time working to get money, and we work hard to get it. My job is to make that money work just as hard for you. 

Our practice consists of myself, two senior advisors, Jason Langley and Mary Casey, and our assistant Jacqui Kapp. The team spans four generations, and we aim to not just be your Financial Advisor, but a resource to your entire family as well. It is through this holistic approach that we find we are best able to not only invest your money, but meet your needs. 

Being independent means we have full autonomy to use a variety of investment strategies to suit each clients' specific goals. Our business is built on referrals, so we strive to go above and beyond for our clients, which benefits everyone in the end. 

SERVICES I CAN HELP YOU WITH:

    ● Assist with 401(k) consolidation and rollovers from your previous employer.
    ● Work with you to prepare a comprehensive investment plan for retirement.
    ● Establish and fund a 529 College Savings Plan for your children.
    ● Find you the appropriate life insurance. 
    ● Create and administer a retirement plan for your business. 

I'm happy to acquire a license to do business in your state. Currently licensed to transact securities business in Kentucky, Indiana, and California. Licensed to transact insurance business in Kentucky.

Independent Financial Advisor

Walgreens Infusion Pharmacy

The experience I had while working at Walgreens Infusion Pharmacy helped me see that a job is only fulfilling if it somehow benefits others. Working day in and day out with patients suffering from a host of serious diseases, I saw how my time spent was directly helping those who needed it the most. 

Walgreens Infusion Pharmacy greatly differs from a traditional pharmacy. Our business model involves servicing patients in the home health care arena, compounding intravenous drugs, and delivering them to our patient's homes. Some medications we work with are chemotherapy drugs, antibiotics, factor, IVIG, parenterals, enterals, and many others.

In the two years I worked at this company, I contacted patients daily to coordinate deliveries of their medication refills. I also routinely compounded medication in our ISO 7 class clean room while complying with USP 797 standards. In an office of ~45 professionals, I could work across most areas of the pharmacy, and was tasked with training many of our new hires.

Certified Pharmacy Technician

Chances are you've seen me around town. 

Networking events, board meetings, community gatherings, concerts, and most recently, ribbon cuttings - you name it, I've done it. I'm fortunate to live in a city with driven and engaged residents and most of my time is spent connecting with them. 

At GLI I get to meet new people every single day and find ways to help them. Every meeting I have is an opportunity to make myself and my city a better place in some small way. And over time those things add up - short term thinking is not my thing. 

If you're interested in connecting, drop me a line and we'll get together sometime. 

jclemons@greaterlouisville.com
270-287-3455
Schedule a call --> https://bit.ly/3gMwtoV

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