Meet Your Partners

You may hear other financial advisors pledge to be your partner.

Whether you’re a business partnering with us for your 401(k) plan or a business owner tapping into our specialized services, our goal is for you to not only HEAR those words about partnership, but to FEEL that promise in every interaction you have with each member of our team.

Allan Watts, Financial Advisor at Bluegrass Investment Company

Allan Watts

Financial Advisor & Head of Bluegrass Retirement Plans
859-321-1557
Hunter Boyd, Financial Advisor at Bluegrass Investment Company

Hunter Boyd

Financial Advisor & Head of Bluegrass Legacy Advisors
859-533-5791
Sophie, Operations & Client Experience Director at Bluegrass Investment Company

Sophie Adams

Operations & Client Experience Director
859-396-7815
Samantha Large, Bluegrass Investment Company Relationship Manager

Samantha Large

Relationship Manager
704-408-8484
Andrea Johnson Swope, Bluegrass Investment Company Relationship Manager

Andrea Johnson Swope

Relationship Manager
704-712-2900
Cindy Kraimer, Relationship Manager at Bluegrass Investment Company

Cindy Kraimer

Relationship Manager
920-204-6898
Bettina Zemei, Bluegrass Investment Company Relationship Manager

Bettina Zimei

Relationship Manager
978-235-0516
Jon Robinson, Bluegrass Investment Company Portfolio Manager

Jon Robinson

Portfolio Manager
Brandon Langley, Bluegrass Investment Company Portfolio Manager

Brandon Langley

Portfolio Manager
Joe Crawford, Bluegrass Investment Company Director of Operations

Joe Crawford

Director of Operations

Let's Talk

To discuss how we can help