Louisville, KY Lexington Rd Office

Paul Burke is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Private Client Services in 2022, he worked at Merck & Co., Inc. from 2010 to 2019 in various capacities. He is also the owner of Burke Financial Advisors, a financial advising business. Private Client Services is an SEC-registered, multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Todd Oberhausen is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Robert W. Baird & Co. Incorporated and JJB Hilliard W.L. Lyons LLC. He has been with Private Client Services since 2019. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Jason Langley is a financial advisor at Private Client Services, LLC in Louisville, KY, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Client Services since 2005. Outside of his advisory role, Langley is involved in tax preparation through Langley Capital Management LLC and works with RE Pierce & Associates during tax season. Private Client Services is a multi-team SEC-registered advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in assets.

Richard Robinson is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Private Client Services since 2008. Robinson is also a licensed insurance agent and a 10% passive owner of State Street Partners LLC. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors, managing over $1 billion in client assets.

Cindy Lindle is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has been with Private Client Services since 2010. Outside of her advisory role, Lindle assists with tax return preparation and financial statement typing during peak months and is licensed to sell non-securities-based insurance products. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Jillian Fohr is a financial advisor at Private Client Services, LLC with seven years of industry experience. She holds a Series 66 designation and has been with Private Client Services since 2018. In addition to her advisory role, Jillian works as a cognitive skills instructor at LearningRx Springhurst, a center focused on improving cognitive deficiencies in children. She also works part-time as a bartender at Foxhollow Farm in Crestwood, KY. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored strategies including both discretionary and non-discretionary management.

Ernest Sampson is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with Private Client Services, LLC in Louisville, KY. He has been with the firm since 2001. Outside of advising, he serves as president of The Lyndon & Helen Schmid Charitable Foundation and is involved with Champions for Children, Inc., where he serves on the board of directors. He is also a 50% owner and co-business manager of a thoroughbred horse racing and breeding operation. Private Client Services is a multi-team advisory firm serving individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

James Doll is a financial advisor at Private Client Services, LLC with 32 years of industry experience. He has been with Private Client Services since 2002 and holds a Series 63 designation. Doll is also licensed with various insurance carriers to facilitate non-security based insurance business. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Thomas Bryant is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Private Client Services since 2009. Outside of his advisory role, he serves as CEO of BWM Enterprises, an LLC he manages. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms across discretionary and non-discretionary accounts.

Brittany Ammerman is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. She has been with Private Client Services since 2010. Outside of her advisory role, she serves on the board of Love City, a Christian community outreach program, and participates in its finance and fundraising subcommittee. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion in assets across more than 3,200 client accounts.

David Bunnell is a financial advisor at Private Client Services, LLC in Louisville, KY, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Thrivent Financial. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering a mix of discretionary and non-discretionary portfolio management alongside brokerage services.

Cassondra Dunning is a financial advisor at Private Client Services, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, Inc. prior to joining her current firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of about 50 advisors and manages approximately $1.05 billion in client assets.

Peter Mclaughlin is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Robert W. Baird & Co. Incorporated and JJB Hilliard W.L. Lyons LLC. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Gretchen Mahaffey is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Private Client Services, LLC since 2010. Outside of her advisory role, she is owner of a consulting firm, GKM Management, LLC, and serves on the board of trustees and as vice chairperson for organizations affiliated with the United Methodist Church in Kentucky. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management using a structured discovery and risk-profiling process across multiple implementation platforms.

Robert Clements is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in the Louisville and Associates office in Louisville, Kentucky. He began his career at Merrill after serving nearly 22 years as a Marine Corps Officer. Leveraging his background in dynamically complex environments, Robert provides tailored financial strategies to individuals, families, and business owners through Merrill's resources and Bank of America's banking services. His areas of client focus include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Robert employs a goals-based wealth management approach to ensure alignment between individualized strategies and clients' prioritized goals. He is committed to educating clients and maintaining meaningful interactions to support their financial confidence. Robert holds a Bachelor's Degree from The Citadel in Charleston, South Carolina, and a high school diploma from Trinity High School. He carries the Professional Investment Advisor (PIA) designation. Beyond his professional role, Robert serves on the Trinity High School Alumni Board and is involved with St. Albert the Great Catholic School. His personal interests include football, golfing, reading, running, running marathons, spending time with his family, and volleyball.