Meet the Front Office Team

Orlando D. Allen CFP^®, CRPS^®

Wealth Advisor and Founder

Proud husband of more than 20 years and father of three.  Orlando has been in the investment industry for over 20 years.  He's committed to working with clients that want to better their financial situation and be a blessing to their community.  He is a supporter of financial literacy and has served on boards such as the Neighborhood House, Metro United Way and Junior Achievement.   He has also participated in various leadership programs offered by Leadership Louisville and Leadership Southern Indiana.  He loves to read and participate in sports and outdoor activities.  Orlando works daily to provide thought leadership that moves the company and its clients forward.

Melanie Byrd

Client Relationship Manager

An outstanding mother and women of commerce.  In her spare time she re-purposes vintage items and offers them online.  Melanie first began with the firm in 2002 then became a student at Boyce Bible College.  She has worked in various roles and on special projects over the years.  Melanie's current role involves engaging with clients to enhance their overall experience.  She has a way of making everything better.  

Andrew Shoemaker

Client Services Assistant

Outstanding husband and life-long learner is one of many ways to describe Andrew.  He's a graduate of Asbury University and Christian Academy of Louisville.  He worked in the counseling and mortgage industry prior to his time in Finance.  He loves a good brew of coffee and can discuss about any topic at length.  Andrew engages with clients on a daily basis to help implement various strategies developed to meet their objectives.