Our Caring Professionals
Building long term relationships through trust & expertise.
Shaun Chelf, MSFS, CFP®, RICP®, AEP®
Shaun Chelf, MSFS, CFP®, RICP®, AEP®
AT RELIANT
As a Founding Partner, Shaun oversees all comprehensive wealth planning analyses and creates portfolio templates and trading strategies from which client portfolios are constructed. He is also very active in setting the long-term vision and direction for Reliant Wealth.
Shaun has earned the Master of Science in Finacial Services (MSFS), concentration in Retirement Planning, degree and holds the CERTIFIED FINANCIAL PLANNER™ (CFP ®), RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP ®), and ACCREDITED ESTATE PLANNER ® (AEP®) designations.
BEFORE RELIANT
Prior to starting Reliant Wealth Planning with Laura, Shaun was a Financial Advisor at both national and regional wealth management firms. It was at Merrill Lynch that he and Laura Clark formed their first team in 2001 and have worked together ever since. Before joining the financial industry, Shaun served in the US Army as an Armor officer.
Shaun earned a Bachelor of Science degree from the United States Military Academy, West Point, graduating as a Distinguished Graduate and was awarded the Eisenhower Award for Excellence in the study of Behavioral Science and Leadership. Shaun also earned a Master of Arts in Theological Studies from Liberty University Baptist Theological Seminary, graduating with institutional honors – Graduate with High Distinction, and a Master of Science in Financial Services (concentration in Retirement Planning) from The American College.
OUTSIDE THE OFFICE
Shaun is married to his high school sweetheart Eva, and they have three daughters. He is active at Southeast Christian Church where he serves as a deacon and volunteer teaches. Shaun is also a blackbelt Kenpo Karate practitioner and loves all things Halloween.
Check the background of this investment professional on FINRA’s BrokerCheck.
Laura Clark, CFP®, RICP®,ChFC® CRPC®, MBA
Laura Clark, CFP®, RICP®, CRPC®, MBA
AT RELIANT
As a Founding Partner of Reliant Wealth Planning, Laura oversees client service with the goal of providing clients with a feeling of comfort regarding their planning and the management of their financial resources.
Laura has her CERTIFIED FINANCIAL PLANNERTM (CFP®) designation from the Certified Financial Planner Board of Standards, Inc., her RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) and CHARTERED FINANCIAL CONSULTANT® (ChFC®) designations from the American College of Financial Services®, and her CHARTERED RETIREMENT PLANNING COUNSELORSM (CRPC®) designation from the College for Financial Planning®.
BEFORE RELIANT
Prior to starting Reliant Wealth Planning with Shaun, Laura worked in retail banking in the San Francisco Bay Area, where she was born and raised, continuing in the banking industry upon her relocation to Louisville in 1997. Becoming a Financial Advisor in 2000, she served clients at both national and regional wealth management firms.
Laura earned a Bachelor of Science degree in Business Administration, with an option in finance, from California State University, Hayward, and an MBA from the University of Louisville.
OUTSIDE THE OFFICE
Laura has been married to Scott since 1993, and together they have hosted exchange students from Germany, Italy, and Japan that they now consider part of the family. They love to travel and have visited more than 40 countries, and 35 states. Laura is also an active member of PEO International, Chapter E, Louisville.
Check the background of this investment professional on FINRA’s BrokerCheck.
Trish Fleege Ettin
Trish Fleege Ettin
AT RELIANT
As the Operations and Compliance Manager, Trish is responsible for ensuring that the firm is compliant with laws, rules and regulations, and company policies. She also provides guidance and support for all operational functions at the firm. In addition, she heads up human resources and internal financial functions.
BEFORE RELIANT
Prior to joining Reliant Wealth Planning in 2017, Trish worked at multiple brokerage firms in the upper Midwest and Louisville, in various operations and business analyst roles. She moved to Louisville in 2008.
Trish earned a Bachelor of Arts degree from Wellesley College with a major in Classical Civilization.
OUTSIDE THE OFFICE
Trish and her husband Doug like to cook and travel. She also volunteers with the Friends of the University of Louisville School of Music.
Check the background of this investment professional on FINRA’s BrokerCheck.
Brian Gainer, CFA®
Brian Gainer, CFA®
AT RELIANT
In his role as Analytics Manager, Brian is primarily engaged in the development and application of the processes and tools used to transform data into usable information to support the wealth planning, investment management, and business needs of Reliant Wealth’s clients and stakeholders. Additionally, he carries out various investment research, trading, and account maintenance activities.
Brian holds Chartered Financial Analyst® (CFA®) designation.
BEFORE RELIANT
Brian’s financial services career began in 1993, with the first decade spent working in various banking and investment roles for leading regional banks in WV and OH. In 2003, he moved to Louisville, KY to continue his career growth at national and global firms in the insurance, brokerage, and asset management sectors. Brian got to know Shaun and Laura in 2005 while employed at Merrill Lynch, and stayed connected until their career paths merged again 10 years later at Hilliard Lyons.
From 1988-1996, he served in the U. S. Marine Corps Reserve and was deployed overseas for Gulf War operations Desert Shield and Desert Storm. He was awarded the Navy and Marine Corps Achievement Medal with Combat “V” for his service during the Gulf War.
Brian earned his Bachelor of Science degree in Business Administration with an emphasis in Finance from West Virginia University in 1993.
OUTSIDE THE OFFICE
Brian married his wife Jane in 1993, and together they have a daughter, Grace. They share their home in Louisville, KY with two energetic Shih Tzu, Benny & Lola. Brian enjoys giving back and fostering high professional standards within the investment profession as an active volunteer for the CFA Institute CFA Program. Outside of work and volunteering, Brian is a passionate soccer fan, a music festival/concert enthusiast, and a bit of a foodie.
Check the background of this investment professional on FINRA’s BrokerCheck.
Steve Cline
Steve Cline
AT RELIANT
As the Information Systems Manager, Steve is responsible for the security and integrity of all company and client data. He also ensures daily reliable access to that data by the dedicated professionals at Reliant.
Steve holds the both Microsoft Certified IT Professional (MCITP) and Microsoft Certified Solutions Expert (MCSE) designations for desktops and servers.
BEFORE RELIANT
Steve has been providing information services support to myriad industries for over 15 years, including hospitality, government, financial services and agribusiness. Steve graduated in 1995 from the United States Military Academy at West Point and served five years as a cavalry scout, including a year as a peacekeeper in Bosnia & Herzegovina.
OUTSIDE THE OFFICE
Steve enjoys studying and implementing new technologies. He also plays the drums (badly) and has a private pilot’s license.
Mimi Strohmeier
Mimi Strohmeier
AT RELIANT
Mimi’s role as a Client Service Associate with Reliant Wealth Planning is to provide a level of administrative and operational support to our clients that exceeds expectations.
BEFORE RELIANT
Mimi has been in the Financial Services industry since 1980, first in banking and then with regional and national investment firms. Mimi graduated from Indiana University Kelley School of Business, Bloomington Campus.
OUTSIDE THE OFFICE
Mimi is married to Tom, lives in Northfield, and has raised two adult children. As University of Kentucky Fellows, Tom and Mimi are active sports enthusiasts and are avid followers and supporters of the UK Wildcats. Mimi enjoys needlework, cooking, baking, flower arranging and especially time spent with her two grandchildren.
Tracy Liston
Tracy Liston
AT RELIANT
From opening day Tracy has been tasked with client service and the client experience. This includes everything from processing paperwork to planning client events. She prides herself on heading up the Ministry of Fun at the office by planning various staff activities or team building experiences.
BEFORE RELIANT
Tracy has worked in the financial services industry since 2004, beginning with a regional firm. She was a fully licensed customer service assistant providing administrative support to a team of financial advisors. Prior to that, she worked for a small CPA firm as a project manager.
Tracy hails from Virginia and earned her Bachelor of Science degree in Marketing from James Madison University. She was a collegiate athlete participating in track and field.
OUTSIDE THE OFFICE
Tracy is an avid runner and shares this passion as a coach for a local middle school cross country team. She is a member of Southeast Christian Church and active in the LifeBridge ministry. She enjoys reading and her guilty pleasure is the Hallmark Channel.
Kaitlyn Colvin, CEP®
Kaitlyn Colvin
AT RELIANT
Kaitlyn is an Associate Planner. She creates in-depth analyses in various areas of wealth planning critical for the success of our clients.
Kaitlyn holds the Certified Estate PlannerTM (CEP ®) designation.
BEFORE RELIANT
Previously, Kaitlyn worked with Shaun and Laura at a regional wealth management firm. Before then, Kaitlyn was a staff accountant at Deloitte. At Deloitte, she was in the Private Client Services group, focusing on preparing individual, gift, and estate tax returns. Before joining the financial industry, Kaitlyn graduated Magna Cum Laude from Ohio Northern University.
OUTSIDE THE OFFICE
Kaitlyn is married to Joe, a Trusts and Estates Attorney. They met during their tenure at Deloitte. They have a beautiful toddler, named Theodore. Theodore has been diagnosed with a rare genetic disorder called Angelman Syndrome (AS). When Kaitlyn is not busy with work or family, she is an active member of the Junior League of Lexington and her favorite charity to devote time to is the Ronald McDonald House.
Gabriel Beeler, CEP®
Gabriel Beeler
AT RELIANT
As a Wealth Advisor, Gabriel assists in the creation of portfolio reviews and advises clients through comprehensive wealth planning to help them reach their financial goals.
Gabriel holds the Certified Estate PlannerTM (CEP ®) designation.
BEFORE RELIANT
Before joining Reliant Wealth Planning, Gabriel worked in the Insurance industry. Prior to his work in insurance, he worked as a chef in his home state of Tennessee upon finishing his studies at the Culinary Institute at the University of Tennessee.
After deciding to make a career change, he went back to school, earning a degree in Finance from the University of Tennessee’s Haslam School of Business.
OUTSIDE THE OFFICE
Gabriel enjoys traveling & adventuring outdoors with his wife, Kelsey. He is an avid bibliophile and baseball fan (GO BRAVES!).
Allison Bell, J.D.
Allison Currey Bell, J.D.
AT RELIANT
Allison is the in-house Estate Planning Specialist at Reliant. As an attorney with experience in trusts and estates law, she knows how difficult it can be for clients to navigate the entire estate planning process. She analyzes clients’ current estate plans to determine if they are in line with their goals and makes recommendations for enhancement when necessary. Serving as a resource and liaison, she then works with clients and their outside attorneys to assist in the completion of their ideal estate plan.
BEFORE RELIANT
Before joining Reliant Wealth Planning, Allison practiced law at a regional firm where she specialized in all aspects of estate planning, administration and litigation. She also served as staff attorney with the Jefferson County Probate Court. In addition to her estate planning and probate experience, she previously practiced civil defense and worked with corporate counsel at one of Louisville’s Fortune 500 companies.
Allison earned a Bachelor of Science degree from the University of Florida and obtained her Juris Doctor from the University of Louisville Louis D. Brandeis School of Law. She is a member of the Kentucky Bar Association and Louisville Bar Association.
OUTSIDE THE OFFICE
Allison enjoys yoga and traveling with her husband, Dustin. Together they have two young children, Deacon and Margot, and a sweet pup named Linda that they love to walk around their Highlands neighborhood. When Allison is not busy with work or family, she serves as the current Vice Chair of the Kentucky Bar Association’s Probate and Trust Section and is an active member of both the Gilda’s Club Kentuckiana Associate Board and the Friends of the (Louisville) Zoo board.
Jessica Bourassa
Jessica Bourassa
AT RELIANT
As an Associate Planner, Jessica works behind the scenes on the financial plans and ensuring the client plans are up to date.
BEFORE RELIANT
Jessica graduated from Western Kentucky University in May 2019. She holds a Bachelor of Science Degree in Finance with a concentration on Personal Financial Planning.
She was a resident assistant within a residence hall at WKU for three years.
OUTSIDE THE OFFICE
Jessica lives with her two senior dogs, Merry Mac and Tootsie. A new resident of Louisville, she is exploring the city when she has time and seeking fun adventures. She enjoys all things Marvel, Star Trek, and Lord of the Rings.
Nicholas Alcorn
Nicholas Alcorn
AT RELIANT
As an Associate Analyst, Nicholas’ responsibilities combine that of a traditional paraplanner, portfolio management/analytics, and operations/compliance. He is dedicated to serving clients, growing as a professional and making the most of his talents.
BEFORE RELIANT
Prior to employment with Reliant, Nicholas recently graduated Cum Laude from Western Kentucky University with a Bachelor of Science in Mathematical Economics and a concentration in Actuarial Science. Nicholas also obtained a Graduate Certificate in Economic Data Analytics which prepared him for advanced quantitative disciplines as well as forecasting and data management.
OUTSIDE THE OFFICE
Nicholas is an avid soccer fan and a seasoned runner. His other passions include music and food.
