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Christopher V
Series 63, Series 65
Louisville, KY
Family Wealth Planning Partners
Christopher Vaughn is a financial advisor at Family Wealth Planning Partners in Louisville, KY, with 12 years of industry experience. He holds Series 63 and Series 65 designations. Vaughn has worked with several firms including Thrivent Financial and IFP Securities, LLC. He is also involved with FWPP Insurance LLC, an insurance business licensed in Kentucky. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations with approximately $317 million in assets under management. The firm offers personalized investment management, modular financial planning, and retirement-plan advisory services, emphasizing documented suitability and compliance with regulatory guidance.
Brian R
CFP®, ChFC®, Series 66
Louisville, KY
Family Wealth Planning Partners
Brian Ramsey is a CFP®, ChFC®, and Series 66 holder with 22 years of industry experience. He is currently with Family Wealth Planning Partners in Louisville, KY, where he has worked since 2022, and is also involved with FWPP Insurance LLC. Prior to this, he held roles at IFP Securities, LLC and Independent Financial Partners. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations, managing approximately $317 million in assets. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, with options for discretionary and non-discretionary account management.
Eric D
Series 63, Series 66
Louisville, KY
Family Wealth Planning Partners
Eric Douglas is a financial advisor with Family Wealth Planning Partners in Louisville, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior work includes roles at Jefferson National Securities Corporation and Independent Financial Partners. He is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and access to third-party asset managers, employing a range of investment approaches and maintaining custodial relationships with Schwab and SEI.
Aaron M
Series 66
Louisville, KY
Family Wealth Planning Partners
Aaron Mc Andrew is a financial advisor with Family Wealth Planning Partners in Louisville, KY, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles with Shepherd Financial Investment Advisory, Capital Analysts, Lincoln Investment, and Parkland Securities. Outside of advising, he serves as vice president and head coach of the Louisville Track Club, a youth track and field organization. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other entities, managing approximately $317 million in assets. The firm offers personalized investment management, modular financial planning, and retirement-plan advisory services, utilizing both advisor-managed accounts and firm-managed model portfolios.
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