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 at Teeple Snyder Newsome Wealth & Tax Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Investment Distributors Inc and Protective Life Insurance Company. Outside of his advisory role, he is involved with Southeast Christian Church. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment process and manages a significant amount of assets on a non-discretionary basis while providing affiliated accounting and tax services.