Aaron Downs is a Series 65-licensed advisor at Teeple Snyder Newsome Wealth & Tax Management in Louisville, KY, with two years of industry experience. Prior to joining Teeple Wealth Management, LLC, he worked at Dynacraft for ten years. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm’s investment approach emphasizes goal-focused, diversified multi-asset portfolios with strategic allocation and regular rebalancing, complemented by integrated tax and accounting services.

Zachery Price is a financial advisor with Teeple Snyder Newsome Wealth & Tax Management in Louisville, KY. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes roles at Investment Distributors Inc, Protective Life Insurance Company, and Southeast Christian Church. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business entities with asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes goal-focused portfolio management with a combination of discretionary and primarily non-discretionary services, supported by affiliated accounting and tax offerings.