Louisville’s Financial Planning Team
A Fiduciary Advisory Firm
Jon Hagan Hicks, MBA, MSFS
Principal and 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.
Danny Moran|
Chief Operating Officer
Danny Moran boasts an impressive career spanning over two decades and he has resided primarily in the financial sector since 2014. Holding pivotal roles such as Director of Operations, Director of Client Services, and various executive positions, Danny has honed his expertise in client service and management to a fine art. His dedication to both his team and clients shines through in his work, fueled by a genuine passion for making a positive impact.
Danny’s educational journey took him through Western Kentucky University and Full Sail University where he earned his degree, laying the foundation for his successful career.
Danny’s heart truly lies in the connections he forges outside of work. Danny is an avid music and sports fan. He enjoys traveling, spending time with his family and friends, and relaxing at home with his German Shepherd, Kyra.
Tennille Hicks
Director of Marketing | 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|
Senior Retirement Planner
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.
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 design should be a part of every financial plan, and his goal is to ensure clients understand the impact that proper tax design 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.
Mackenzie Been|
Director of Client Engagement
Born and raised in Louisville, Mackenzie brings a wealth of experience and a heartfelt dedication to her role as Director of Client Engagement. A proud alumna of Sacred Heart Academy, Mackenzie furthered her education at the University of Kentucky, where she earned a bachelor’s degree in advertising with a minor in communication. With over eight years of experience in the retirement planning industry, Mackenzie’s professional journey is defined by a commitment to excellence and a passion for serving others.
As Director of Client Engagement, Mackenzie spearheads the development of high-level client service standards, ensuring that every interaction reflects the utmost dedication to client satisfaction. She is also instrumental in orchestrating client events, seamlessly blending creativity and attention to detail to deliver unforgettable experiences.
Mackenzie’s most cherished accomplishment is her role as a mother. In 2019, she welcomed her daughter, Mia, into the world, an experience that has brought immeasurable joy and purpose to her life.
Michael Ramser|
Retirement Planning
Michael is a skilled retirement planner with a passion for helping individuals and families achieve financial security in their golden years. With over 10 years of experience in the financial industry, Michael has developed a deep understanding of the unique challenges and opportunities that retirement planning presents. He takes a comprehensive approach to financial planning, working closely with each client to develop personalized strategies that align with their goals, needs, and risk tolerance. Michael’s commitment to his clients is unwavering, and he takes pride in helping them navigate the complex world of retirement planning with confidence and peace of mind.
Michael holds a bachelor’s degree from Western Kentucky University. He was born and raised in Louisville, KY and he currently resides in Crestwood with his wife, Hailey, and his three children: Ava, Jude, and Levi.
Robert Moore|
Retirement Planning
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|
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.
Kaleb McCane|
Client Services
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!
Chase Rosche|
Paraplanning
Chase is a Swiss army knife when it comes to the financial industry. With five years of financial knowledge and experience, he helps individuals and families address retirement concerns that vary from account maintenance to investment choices. Chase’s mission is to provide top tier advice and service to aid clients in achieving a fulfilling retirement. He uses a holistic approach to solving retirement obstacles by working side by side with each person to create a customized plan to reach identified goals. Chase’s ability to provide understanding and peace of mind to clients regarding their investments is outstanding.
Chase obtained his bachelor’s degree in financial planning from the University of Wisconsin-Whitewater. He was raised in Illinois and moved to Kentucky after college and currently lives in Middletown.
Emma Crowell|
Office Administration
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.
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!
