Russell E. Lytle
Russ Lytle has been a Financial Advisor for over 30 years, as well as a Co-President and owner of the Money Concepts Financial Planning Center in Louisville, KY for the past six years. In that time, Russ has helped build his region into one of the premier Wealth Management Firms in Kentucky and the surrounding area.
Prior to becoming the owner of the Louisville branch of Money Concepts, Russ was a Divisional Vice President and Financial Advisor with American Express (now Ameriprise). As the Divisional VP of the Louisville branch, Russ transformed an office once ranked in the bottom 10% of production, into a nationally-ranked, top 10% office.
After 10 highly successful years with American Express, Russ decided to pursue his dream of becoming an independent business owner. Now, having been with Money Concepts for over ten years, Russ is turning heads once again. In the last decade, Russ has grown his financial planning centre into Money Concepts’ largest, beating out over 200 centers from across the globe. As a result, Russ has received numerous awards and recognition:
Region of the Year: 2009, 2008, 2007, 2006, 2004
Recruiter of the Year: 2009, 2008, 2007, 2006, 2004
Millionaire’s Club Award: 2009, 2008, 2007, 2006, 2005, 2004
Chairman’s Award: 2007
The Chairman’s Award is one of Money Concepts’ most prestigious awards and is given to the leader that exemplifies singular and exceptional skills in all areas of leadership and financial advising.
Russ has lived in Louisville for the past twenty-four years with his wife, Sherry, and his two sons, Brandon and Ryan, both graduates of the University of Kentucky. He and his family are active volunteers and contributors to local charities such as, Jarett’s Joy Cart and The V-Foundation for Cancer Research. In 2009 Russ was elected to The V-Foundation’s, Board of Directors and is an integral part in the recent growth of the V-Foundation in the Louisville area.
Designations and Degrees
BSBA, Youngstown State University, 1978
Registered Principal License, 1992
Registered Investment Advisor, 1998
|
|
Dan Greenwell, CFP
Dan Greenwell is the founder and Co-Regional Vice President of the Money Concepts Financial Planning Center in Louisville, KY. Dan founded the Bluegrass Region in 1981, simultaneously creating one of the first independent financial planning firms in Kentucky. Today, his original one-man shop has flourished into a team of over 50 advisors in four states.
Dan has been a Kentuckian for all of his life. He attended Western Kentucky for his undergraduate studies and later received an MBA from the University of Louisville. In 1982, Dan was awarded the designation of Certified Financial Planner.
30 years later, Dan is one of the most respected Financial Advisors locally, as well as nationally. He has been recognized by the Louisville community and Money Concepts for his excellence as a business owner and a financial advisor.
Region of the Year: 2009, 2008, 2007, 2006, 2004
Eagles Club Award: 2009, 2008, 2007, 2006, 2005, 2004
Apex Award: 2009, 2008, 2007
Advisor of the Year: 2009
In 2009, despite brain surgery and mounting economic hurdles, Dan had the best year of his 30-year career. Dan finished as the top producer in the region and the fourth largest producer with Money Concepts. For his accomplishments he was awarded the Advisor of the Year Award.
Dan has been married to his wife, Anne, since 1965 and they have three children: Jennifer G. Haddow has been with Money Concepts since 1998 and is a Graduate of Western Kentucky University; Chris is a graduate of Berkley College of Music; and Steven is a graduate of University of Cincinnati. In his spare time he has served as Chairman of the Trustees for one of the largest Disciples of Christ churches in the country and has served as Chairman of the Board. He is also the past president of the Western Kentucky University Alumni Association and is a founding Trustee of the WKU Foundation
Designations and Degrees
BS, Western Kentucky University, 1965
MBA, University of Louisville, 1969
Certified Financial Planner (CFP), 1982
|
|
|
