Meet Our Team
LEADERSHIP TEAM
Russell E. Lytle Regional Director
Russ Lytle has been a financial advisor for over 40 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:
2004-2023
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. As a practitioner and entrepreneur at Money Concepts, he has built his financial planning practice from the ground up, growing it into the largest and most successful business in the Bluegrass Region. Today, alongside his two business partners and a dedicated staff of seven, Brandon manages and oversees the financial well-being of over 500 clients, with a combined $550 million in assets under management.
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.
In addition to serving his clients, Brandon plays a key leadership role within the Bluegrass Region. As a member of the region's leadership team, he offers valuable insights from a practitioner's perspective, helping advisors navigate the rapidly evolving financial landscape. With a deep understanding of the Money Concepts business platform, Brandon is a trusted resource for advisors seeking to optimize their practices, enhance client outcomes, and drive sustainable growth.
Recognizing the transformative power of technology and AI, Brandon is dedicated to equipping advisors with the tools and strategies needed to increase efficiency and effectiveness. Through extensive research and hands-on experience, he helps advisors incorporate innovative solutions that streamline operations, improve client communication, and unlock new growth opportunities.
Brandon also actively supports Bluegrass Region advisors through direct collaboration and his involvement with the Thoroughbred Club, offering personalized education, actionable insights, and platform updates. Working closely with Russ Lytle at the regional level, he develops impactful content, curates relevant topics, and delivers valuable resources that empower advisors to succeed in today’s competitive landscape.
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.
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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