How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Gary Bouch, MBA
Advisor Emeritus
Gary has lived in the Greater Louisville area for the past 31 years since his Honorable Discharge from the US Army. Gary is married to his lovely wife Nikki and they have six children: Amy, who lives with her husband Shane and daughter...
Brian Coxon
Partner, Financial Advisor
Brian is a resident of Louisville, KY which is also where he was born and raised. He is a graduate of Trinity High School and Centre College. At both schools, Brian played football and was voted team captain by his coaches and...
Matthew Wagner
Partner, Financial Advisor
Bill Green
Financial Advisor
Bill is a Louisville area native and currently resides in Clark County of Southern Indiana, near the river, golf courses, and great food. Bill earned a Bachelor of Science degree in Business Administration, with a Finance major from...
Sam Gurvitch
Financial Advisor
sgurvitch@sdgassetmanagement.com
Sam Gurvitch was born and raised in New York City. He is a graduate of Edward R Murrow High School and the State University of New York at Albany. Sam has worked for public officials including Brooklyn District Attorney Charles...
