Meet Our Team
LEADERSHIP TEAM
Russell E. Lytle Regional Director
Russ Lytle has been a financial advisor for over 30 years. He has served as president and owner of the Bluegrass Region in Kentucky since 2003. In that time, Russ has built one of the premier wealth management firms in Kentucky and the surrounding area.
Russell E. Lytle Regional Director
Russ Lytle has been a financial advisor for over 30 years. He has served as president and owner of the Bluegrass Region in Kentucky since 2003. In that time, Russ has built one of the premier wealth management firms in Kentucky and the surrounding area.
Prior to leading the Bluegrass Region, Russ was a divisional vice president and financial advisor with American Express (now Ameriprise). As the Divisional VP of the Louisville branch, Russ transformed an office once ranked in the bottom 10% of production, into a nationally-ranked, top 10% office.
After ten highly successful years with American Express, Russ decided to pursue his dream of becoming an independent business owner. He is turning heads once again, growing the Bluegrass Region to Money Concepts’ largest, beating out over 200 centers, and consistently making Business First’s top ten list of advisory firms for Jefferson and surrounding counties.
Russ works with Bluegrass Region advisors by doing things “on purpose” to build and grow their businesses. At the regional level, he provides opportunities for education, networking, case studies, and collaboration. He arranges for presentations by industry leaders to provide content that is timely and practical.
Russ is an engaged leader whose priority is supporting the advisors of the Bluegrass Region.
Region of the Year:
2004-Present
Outstanding leadership and dedication
Chairman's Award:
2007
Exceptional skill in all areas of leadership and financial advising
John P. Walsh Award:
2017
Unwavering determination and commitment to the help and support of peers
Recruiter of the Year:
2004-2017, 2019-2022
Outstanding team-building and personal leadership
Brandon R. Lytle Associate Regional Director
Brandon Lytle has been in the financial planning industry since 2008. For the past decade, he has functioned specifically as a practitioner and entrepreneur at Money Concepts. In that time, his financial planning practice has grown from the ground up into one of the largest and most successful businesses in the Bluegrass Region. Today, he has two partners, a staff of five, and oversees the management and operations of over 500 clients with a combined $450,000,000 in AUM.
Brandon R. Lytle Associate Regional Director
Brandon Lytle has been in the financial planning industry since 2008. For the past decade, he has functioned specifically as a practitioner and entrepreneur at Money Concepts. In that time, his financial planning practice has grown from the ground up into one of the largest and most successful businesses in the Bluegrass Region. Today, he has two partners, a staff of four, and oversees the management and operations of over 500 clients with a combined $300,000,000 in AUM.
Brandon joined the Bluegrass Region’s leadership team to offer a practitioner’s perspective as it applies to owning your own business, practice management, and the rapidly changing business landscape faced by today’s financial planner. His intimate understanding of the Money Concepts business platform allows him to be a resource for Bluegrass Region advisors on how to leverage the platform to grow their business.
Brandon works with Bluegrass Region advisors, both directly and via the Thoroughbred Club, to provide education, perspective, and updates on the Money Concepts business platform. Additionally, he collaborates directly with Russ Lytle on a regional level to formulate content and topics for Thoroughbred Club meetings and regional events.
Bluegrass Region
Advisor of the Year: 2018, 2022-2023
In recognition of excellence in personal production and practice management
The Thoroughbred Club:
2012-Present
Top percentile of GDC and growth
APEX Club:
2015-Present
Annually recurring GDC of over $250,000
Region of the Year:
2015-Present
Outstanding leadership and dedication
BLUEGRASS ADVISOR SUPPORT TEAM
We understand the pressure and work that accompanies a change of broker-dealer. Your time is valuable to your clients, and we understand you’re at your best when working with them. For this reason, we have a dedicated Transition Team equipped with systematic and express procedures for moving your book of business from your current firm to Money Concepts.
Paula Shaw | Advisor Relations Coordinator pshaw@moneyconcepts.com
Paula assists with the initial onboarding of new advisors, guiding them through the licensing process. Once you are licensed and transitioned your practice, Paula is your primary contact for practice-related questions and is the leader of our Bluegrass Advisor Support Team.
Ryan Lytle | Recruiting, Licensing, & Technology rlytle2@moneyconcepts.com
Ryan assists with the initial onboarding and licensing of new advisors, specifically with the necessary paperwork and agreements necessary to initiate the transition. After you have transitioned your practice, Ryan is your technology consultant and integral member of the Bluegrass Advisor Support Team.
Lori Pottinger | Transition Liaison Coordinator lori@moneycocnepts.com
Lori is your transition liaison to the support team at the home office, coordinating timely, responsive assistance to ensure a successful transition. As you make your transition, she is your main point of contact for all things including, services, operations, marketing, technology, and compliance.
Lauri Carrico | Office Administrator lcarrico2@moneyconcepts.com
Lauri is responsible for the day-to-day administrative activities of the region. She is here to help answer your questions and direct you to the person who can serve you best.
Robin Masters | Regional Administrator rmasters2@moneyconcepts.com
Robin assists with marketing by working with advisors on company website content and newsletter set-up. She also assists as regional administrator to answer processing questions.
Mindy Haws | Virtual Administrator mhaws@moneyconcepts.com
Mindy contracts with advisors to provide business processing support for the region. She is instrumental in helping practices with their administrative needs.
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