We believe in the power of synergy—team members working together to create a greater effect than the sum of individual efforts which is what lead to the combining of our forces to create Triple Crown Financial.

Our common values, philosophy, and point of view are enhanced by different skill sets to produce a powerful, unified advisory team prepared to work hard for you. We strive to be transparent and open in all relationships. We want you to know, above all, that we are working for you, not the other way around, ready to take your call or answer your questions as they arise—not just 9 to 5.

The opportunity to help people by crafting solutions uniquely suited to their financial challenges is what inspires us each day.  We help to take the emotion and mystery out of financial planning and decision making through educational support and a consistent methodology.

Throughout both their careers, Brittany and John have maintained ongoing relationships with public schools, credit unions, and other public entities including Jefferson County Public Schools as leading 403b providers and expertise when it comes to understanding and planning for the KTRS/CERS pensions. As well as, Class Act Credit Union and Advanz Credit Union where they maintain ability to meet with clients in their personal office spaces at those branches.