About Our Team

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.

Denise Tapp|

Director of Client Services

As the director of client services, Denise has a strong communication, marketing, and analytical background. Most importantly, she has a passion for people. In addition to having successfully owned her own business, she has 20-plus years of experience within Fortune 500 companies in various client relations and human resources capacities. Denise has a deep appreciation for the relationships she builds and is dedicated to delivering an extraordinary experience to every client.

Denise delivers loyalty and trust to all of J. Hagan Capital’s clients and believes every relationship is unique. She works beside Jon to ensure the needs of the clients are delivered to the highest standards, exceeding their expectations. She believes every client has individual needs and that is the foundation of the relationship. Denise strives for organizational growth by providing strategic client direction, building new relationships, and maintaining existing ones.

Denise is from Oldham County and graduated from South Oldham High School. She studied communications and business administration with a specialization in human resources at The University of Louisville and Spalding University. She also holds a Kentucky real estate license from the Kentucky Real Estate Commission.

Tennile Hicks

Director of Client Development & Founder 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|

Financial Advisor

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.

Adam Osborn|

Financial Professional

Adam graduated from the University of Louisville with a degree in finance. He works with Jon and Matt to help our clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. He discusses finance topics with clients, including debt management, savings objectives, and personal and family budgeting.

Adam thrives in having a deep knowledge and passion for personal finance. He is licensed in life and health, and currently studying for his series 65 license.

Adam was born and raised in Louisville and graduated from North Oldham High School. Adam enjoys attending sporting events and cheering on the Louisville Cardinals and Denver Broncos. In his spare time, he enjoys being outside, working out, and enjoying time with friends and family.

Lindsay Simpson

HerVEST Client Advocate & J. Hagan Capital Client Coordinator

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.

Lukas McKinley|

Operations & Client Coordinator

Luke is a University of Louisville business student studying finance and economics. As the operations coordinator, it’s his focus to maintain and improve upon our client experience. He implements industry-leading software that enables Jon and Matt to deliver excellence to clients through visualization and education.

Luke was born and raised in Louisville, Kentucky, and graduated from DuPont Manual High School. He enjoys spending time with friends and family, going to the gym, and reading.

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.

Brandon Benefield|

Radio Producer

From producing a nationally syndicated night show to becoming a production coordinator for a cluster of Atlanta stations, Brandon Benefield has done a little bit of everything in radio. During his six years working in Atlanta (a top 10 radio market), Brandon has perfected his editing and producing skills. Brandon is excited to bring his skills and creativity to the “The Retirement Solution” radio team.

These strategic alliances work as independent third-party resources and are not affiliated or controlled by J. Hagan Capital.

Contact Us Today!

Our team would love to meet you and serve you through top-notch financial planning. Fill out the form below and someone from our team will contact you shortly!

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