Fort Wright, KY Wrights Summit Pkwy Office

Terry Johnson is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked with Primerica Financial Services since 1991 and PFS Investments Inc. since 1985. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals related to loan products and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating with a tiered wrap fee structure and maintaining oversight of its investment models.

Aaron Dawson is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His work history includes roles at PFI Investments Inc. and Primerica Financial Services, along with prior experience at Gateway Mortgage LLC. Outside of advisory services, he co-manages a farm operation under Dawson AG Producers. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed accounts. The firm utilizes third-party asset managers and emphasizes a percentage-based wrap fee structure.

Michael Feinauer is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1996 and has also operated as a land surveyor since 1975. In addition to his advisory role, he has involvement in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, focusing primarily on individual investors rather than institutional or pension clients.

Chase Holthaus is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and two years of industry experience. He has worked at Wallace G Murphy & Associates dba Primerica since 2025 and has held roles at PFS Investments Inc. and Primerica Financial Services since 2023 and 2024, respectively. Outside of finance, he has been involved with the Dixie Heights High School Booster Club since 2017. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies overseen by unaffiliated asset managers and supported by established custodians and trade execution providers.

Tricia Plumhoff is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her work history includes roles at Intuit, Inc., ERA Integrity Real Estate, and PFS Investments Inc., alongside her longstanding association with Primerica Financial Services. Outside of investment advising, she owns an accounting firm called Tricia's Tax Service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Wallace Murphy is a financial advisor with Primerica Advisors in Villa Hills, KY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1989. In addition to advisory work, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.