Louisville’s Financial Planning Team
A Fiduciary Advisory Firm
Jon Hagan Hicks, MBA, MSFS
Chief Executive Officer
Jon Hagan Hicks, MBA, MSFS, is a principal and chief executive officer of J. Hagan Capital. As a radio show host, he focuses on helping investors plan and implement strategies to help allow them to live comfortably throughout retirement. Jon has held financial workshops at Brescia University, Centre College, and the University of Louisville on topics of wealth preservation and international investing. He has researched abroad in India, where he studied the political economy of trade in New Delhi, Jaipur, and Bombay. He received his Bachelor of Science in economics from Centre College, where he was a Rogers Scholar and the Robert Powell Jacobs Prize recipient.
He earned his Master of Science in Financial Services from the Institute of Business and Finance, his Master of Business Administration with honors with concentration in finance from the Keller Graduate School of Management in Chicago, Illinois, and a graduate certificate in financial management from Cornell University.
He is an insurance licensed professional in Kentucky and Michigan and an Investment Advisor Representative of J. Hagan Capital, Inc., a Kentucky Registered Investment Advisor. He is board certified in estate planning and has earned the Certified Tax Specialist designation.
Jon has been published by Fortune.com, Fox Business, CNN Money, Accounting Today, and Yahoo News on the topics of wealth preservation, taxes, and investment theory. You can hear him weekly on “The Retirement Solution” radio show on WHAS 840 or watch him on “Great Day Live!” on WHAS11 ABC.
Tennille Hicks
Director of Client Development/Real Estate Services
President of HERVest
Tennille came to the firm after 10+ successful years in the health care and education industries. Her passion for client service and attention to detail have merited her top awards from every one of her previous employers.
Tennille’s focus with the firm is to help facilitate the client development process by assisting clients in understanding their path through the financial and strategy-building process.
Tennille was born in Elizabethtown and attended Bullitt Central High School. She graduated summa cum laude from Indiana Wesleyan University with a degree in communications and earned her Master of Arts in business communications from Bellarmine University, here in Louisville.
Mathew Koole|
Vice President of Financial Services
Mathew Koole graduated from Capital University with a concentration in French and international relations in 2006. After college, Mathew became a high school teacher in France. He moved to Madison, Wisconsin, in 2007 to build a business with Panera Bread, where he managed and grew several programs across three bakery-cafes.
In 2014, Mathew moved into the financial services industry when he joined Northwestern Mutual. In his five years with Northwestern Mutual, he grew his financial planning practice across the Midwest and East Coast.
Mathew provided his clients with high-quality risk management and investment solutions while helping them work toward financial security with an appropriate mix of guidance and innovative product solutions. In 2019, Mathew joined the team at J. Hagan Capital. His focus is on helping people enjoy living while planning for their futures through intuitive organization and respectful communication. His goal is to educate clients on responsible and manageable financial planning so they can achieve their dreams — big and small.
Mathew and his wife, Carrielee, moved to Louisville in 2016, after visiting the city for their wedding anniversary. In his spare time, Mathew enjoys running, bourbon, BBQ, and being outside with family and friends.
Robert Moore|
Financial Advisor
Rob began his career in the investment field as a trader and client advocate at Fidelity Brokerage Services. He has a broad depth of knowledge relating to the buying and selling of stocks, bonds, mutual funds, option contracts, and alternative investments. After being formally recognized by his team for his leadership and exceptional client service, he was designated as the team’s inter-departmental liaison, tasked with keeping his team apprised of internal and external factors affecting market conditions and client services, in addition to his duties as a trader.
Rob received his bachelor’s of science in finance from Northern Kentucky University with a minor in business administration. In addition, he has completed certifications in financial planning through Kaplan University. His previous experience also includes roles as an analyst and as a research accountant before joining the J. Hagan Capital team as a Financial Advisor.
Rob’s approach to financial planning is built around his philosophy that a great plan starts with great communication. As an advisor, he strives to provide an industry leading experience by actively engaging with and understanding his clients’ evolving needs. He builds lifelong relationships by diligently working to keep his knowledge and skills at the forefront of portfolio management.
Originally from the West Coast, he grew up hiking in the Sierra Mountains, where he developed a lifelong passion for backpacking and fly-fishing. Rob moved to Louisville in 2007, but he also developed deep ties to the Northern Kentucky region, where he completed his degree and worked as a trader. Today, he spends his time taking his daughter to equestrian competitions and is devoted to supporting his local community.
Lindsay Viviers|
Manager of Client Onboarding
Lindsay joined J. Hagan Capital after multiple years of building successful relationships with clients and supporters through Principal Financial Group, Edward Jones and more recently, the American Heart Association. In addition, Lindsay has successfully owned and operated her own small business. Her tenacity and compassion for others have earned her top recognition in the workplace.
Lindsay’s primary focus at J. Hagan Capital is to support the client onboarding journey while providing unparalleled and individualized service during this process.
Lindsay is a native of Columbia, Missouri. She studied Business Management with a specialization in Equine Business Management at Stephens College, Columbia, MO. Among other hobbies, Lindsay is an avid equestrian and has found her niche here in the Bluegrass State, competing at both the local and national level.
Steven Sandman, CPA|
Controller and Director of Tax Design
Steven Sandman, CPA, joined the firm with a diverse background in accounting and finance. He has been a licensed CPA since 2009 and has spent much of his career working in public accounting, helping businesses and individuals navigate complex accounting and tax issues. He is a firm believer that tax planning should be a part of every financial plan, and his goal is to ensure clients understand the impact that proper tax planning can have on their overall financial plan.
He holds bachelor’s degrees in both accounting and finance from the University of Kentucky. He is married and has two children.
Kaleb McCane|
Paraplanner
Kaleb moved to Louisville from the Appalachian region of Kentucky to attend the University of Louisville in 2014, where he graduated with a bachelor’s degree in marketing. During his tenure at U of L, he had an internship at Liberty Mutual Insurance, where he learned to build and develop client relations as well as robust customer engagement skills. Once he graduated, he continued in the field of insurance sales at State Farm until entering the financial services industry with our firm in 2021.
Kaleb’s focus at J. Hagan Capital is to provide client relationship support through gathering necessary information for preparation of client deliverables during the protection, income planning, tax design, and legacy phases of our planning process.
In Kaleb’s spare time, you can find him baking cookies, cakes, and other confections for his friends and family. When he is not baking, he likes to spend time trying new restaurants around the city, walking Cherokee Park, attending music festivals, or playing bingo!
Taylor Horton|
Marketing Coordinator
Taylor is an expert in crafting effective marketing strategies and implementing them to achieve business objectives. Her proven track record of successfully executing marketing campaigns across various channels, including social media, email marketing, and content marketing, is what drives our business to success. She has a keen eye for detail and a passion for creativity. As our marketing coordinator, Taylor plays a critical role in the success of our marketing department.
She is responsible for developing and executing marketing plans, managing social media accounts, creating content, and analyzing campaign performance to identify opportunities for improvement. She is always looking for ways to enhance our brand awareness and drive business growth. Taylor brings a unique perspective to our firm, creating compelling and memorable brand experiences and conceptualizing and designing assets for J. Hagan Capital. She is a true marketing enthusiast who is always looking for ways to improve her skills and knowledge in the field.
When not working, she is busy with her home team, which includes a wonderful husband and three young children. Away from the office, Taylor enjoys spending as much time as possible outdoors. She is also quite a plant enthusiast.
Emma Crowell|
Front Office Coordinator
Having previously worked as a banker for PNC Bank, Emma joined our team in 2023 with a demonstrated interest in banking and finance. Originally from Louisville, KY, she grew up in the South End and attended Assumption High School.
Emma’s primary focus at J. Hagan Capital is to ensure exceptional customer service by creating a friendly and inviting atmosphere for our clients. She finds fulfillment in assisting others and has a passion for discovering new locations and meeting new people. During her free time, she enjoys spending quality moments with her loved ones, attending live music events, and socializing with friends.
Strategic Alliances
Jennifer Perry|
Radio Co-Host
Jennifer Perry joined “The Retirement Solution” radio show after 12 years in the Atlanta radio market. Jennifer fell in love with radio at Western Kentucky University (go Hilltoppers!) and began her news broadcasting career in Nashville at WSM, the home of the Grand Ole Opry. Her other radio career stops include WLAC in Nashville followed by WGST and WYAY in Atlanta.
These strategic alliances work as independent third-party resources and are not affiliated or controlled by J. Hagan Capital.
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