Elizabethtown, KY Office

Caleb Lee is a CFP® with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Before joining Cerity Partners in 2023, he worked at ARGI Investment Services and Downs Insurance Agency. He also serves as a part-time instructor at Western Kentucky University, teaching a financial planning course. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to private-market investments and affiliated pension consulting and insurance services.

Carrie Grey is a CFP® professional with over 16 years of industry experience. She is currently an advisor at Cerity Partners LLC and has previously worked at ARGI Financial Group and Stiles Carter & Associates. Outside of her financial advisory role, she serves as vice president of Grey & Grey Corp., a construction business where she handles accounting and administrative duties. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios with a focus on diversified asset allocation and provides a broad range of services, including investment management, financial planning, tax support, and access to alternative and private-market investments.

Marc Sanborn is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at ARGI Investment Services and LPL Financial. Outside of his advisory role, he is involved in group health insurance activities related to a former business in health and ancillary group benefits. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation tailored to each client's profile.

Cameron Brown is a CFP® professional with 10 years of industry experience. He is currently with Cerity Partners LLC and previously worked for ARGI Investment Services for seven years. Brown serves on the finance committee for the United Way of Central Kentucky. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, utilizing tailored asset allocation and a combination of proprietary quantitative screens and third-party managers.

Brady Reynolds is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Investment Planners, Inc., and Indian Hills Country Club. Prior to his advisory roles, he was employed in various positions including at Western Kentucky University and Hardin Public School District. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base ranging from individuals and families to institutions, offering a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Ben Wassom is a financial advisor at Cerity Partners LLC with a Series 65 designation and two years of industry experience. Prior to joining Cerity Partners in 2023, he held positions in various retail and service roles, including at The Men's Warehouse and Bellhop. Cerity Partners is an SEC-registered investment adviser serving a diverse client base ranging from individuals and families to institutions. The firm offers comprehensive wealth management services with an emphasis on customized, diversified portfolios and access to alternative and private-market investments.

Coleman Logsdon is a Series 65-licensed financial advisor at Cerity Partners LLC with two years of industry experience. His background includes roles at ARGI Financial Group and UPS, as well as teaching experience at Georgetown College and North Hardin High School. He has also worked at Lincoln Trail Country Club. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses a tailored approach combining proprietary quantitative screens with third-party managers and individual securities to build client programs, and it operates multiple private-markets offerings alongside affiliated pension consulting and insurance services.