Brian Ramsey CFP®, ChFC, MBA
Eric Douglas, MBA
Director of Planning
Chris Vaughn, WMCP®, CLTC®
Director of Operations
Director of Investments
Tad Douglas, CRPC®, CKA®
Director of Recruiting
Brian Ramsey is the President of Family Wealth Planning Partners. He provides a high level of service and attention to each of his clients, typically successful professionals, business owners and pre-retirees who are often focused on the demands of their occupations and busy lives and need to be able to trust someone with managing their wealth. Brian strives to develop financial plans that allow clients to enjoy their current lifestyle while remaining confident they will not outlive their wealth.
To help clients solve their cash flow, tax, educational, estate, insurance and other financial needs, Brian employs a four-step, client on-boarding process and a series of specific and structured Progress Review meetings. His discovery and implementation process is comprehensive, including a full review of the client’s balance sheet, and he adheres to a disciplined review process to help ensure the plan remains efficient and on track over time. Brian also emphasizes the importance of educating clients on a range of financial solutions and alternative options so that they are empowered to make the decisions that best meet their specific goals and objectives. Each of his clients clearly understands the necessary steps to grow their wealth, preserve it through retirement years and transfer their wealth to the next generation.
Brian has been providing comprehensive financial guidance to clients since 2004. Before becoming a Investment Advisor Representative with Independent Financial Partners, a Registered Investment Advisor based in Tampa Florida, he spent eight years working with clients in a local private bank. He earned the prestigious Certified Financial Planner (CFP®) and the Chartered Financial Consultant® (ChFC®) designations which demonstrate his expertise in financial planning and developing specific strategies to help minimize taxes, protect assets, maximize growth and transfer wealth. Brian’s experience working with business owners, those with emerging wealth and being a CFP® practitioner have influenced his planning process and the importance of the full balance sheet approach.
Brian graduated from Murray State University with a Bachelor of Science in Marketing and earned his MBA in Business Administration from Eastern Kentucky University. He served as a Board Member of the Kentucky Humane Society (2014-2017). Brian is an outgoing person who enjoys staying active by working out and playing golf and basketball. He is an entrepreneur, as well, and owns a company that buys and flips real estate. Brian also enjoys spending time with his father working on their collection of 1968 Mustangs. Brian is a member of Northeast Christian Church.
Eric Douglas is a Louisville native through and through. Born and raised here, he also attended Bellarmine University where he received both his Bachelor’s Degree in Communications and English and a Master’s Degree in Business Administration. The bulk of Eric’s professional experience thus far has been with Nationwide, where he’s worked with advisors throughout the country as an educator and valued consultant. He has used his extensive knowledge of fee-based products and solutions to travel the country speaking with firms about how to best implement these types of solutions into their clients’ portfolios. A long-held desire to switch sides of the table and work directly with clients himself to implement some of these ideas has led Eric to Family Wealth Planning Partners.
Eric enjoys spending time with his wife Sarah raising their 3 children together. Active members of St. Michael Church, he’s a regular coach of numerous youth sports his children participate in, and volunteers his time regularly. Other hobbies include training for the PGA Senior Tour, putting up way too Christmas lights in December, and learning the ins and outs of becoming a “Dance Dad.”
Eric holds his FINRA 7, 66, 6, 63, 26, as well as his Life and Health Insurance License in numerous states.
Chris Vaughn was born and raised in Louisville, KY where he graduated from Jeffersontown High School. Chris is a veteran of the United States Army. He earned an AA in Accounting and a Bachelors in Business Administration from Strayer University. He and his wife Cathy, have been married 24 years. They have 2 boys: CJ (14) and Casey (12). His family are members of Shelby Christian Church. Chris serves in leadership in Partner’s in Prosperity, a Business Network International Chapter that holds a weekly breakfast with other business owners in the community. He is also a member of the Jeffersontown Chamber of Commerce.
PJ Fox grew up in Hebron in Northwest Indiana. PJ is a proud cancer survivor and routinely volunteers and supports various charities. He attends Southeast Christian Church. PJ is a member of Business Builders, a Business Network International Chapter that holds a weekly breakfast with other business owners in the community. He is also a member of the Jeffersontown Chamber of Commerce, YPAL and a Young Professionals group of CBMC locally.
Tad Douglas has provided personal, professional financial planning and investment services for over 30 years to business owners, self-employed professionals, retirees and pre-retirees who are planning for a transition to more meaningful activities.
His mission is to teach and apply financial stewardship principles that promote long term security, encourage generous giving and create a meaningful legacy for our clients.
Tad founded Capstone Wealth Advisor in 2009, merging with FWPP in May 2019. Prior to that he was an advisor at UBS Financial Services and Edward Jones. Tad has been active as a volunteer in the community and as a member of several organizations, including serving on the leadership team of Christian Business Meet-up, as co-leader of a Kingdom Advisors study group, and as an active member of Southeast Christian Church.
Tad has a Bachelor of Arts from the University of Kentucky and holds the Chartered Retirement Planning Counselor (CRPC®) and Certified Kingdom Advisor (CKA®) designations. He is married to Kathy, and together they have four children and five grandchildren.
As a Wealth Advisor, Aaron McAndrew, AIF®, delivers comprehensive financial solutions to wealth management clients. His years of experience in both finance and education allow him to focus on helping clients with a broad range of financial planning needs. He specializes in clarifying financial essentials and retirement options to teachers in the public school systems.
Aaron joined Family Wealth Planning Partners in 2021. His early career was spent teaching Business and Finance in Jefferson County Public Schools, where he was an advocate of personal finance education and wrote the finance curriculum later adopted by schools in the district. He later moved on to become an advisor with another local firm, before continuing on to FWPP.
Aaron attended the University of Louisville, where he earned a degree in Business Administration, as well as a Master of Arts in Teaching Business Education. He is also an active member in his community: Aaron is a founding board member of The Louisville Track Club LLC, a non-profit organization with over 70 members. He is also an active member of the Building Industry Association of Louisville. Aaron resides in Louisville, KY and is married to his wife, Pam. They have two daughters, Addison and Brooklyn.