"As managing partner, I wear multiple hats but ultimately my responsibility is to grow and protect the wealth of clients."
 

Steve is a Founding Partner of Accredited Wealth Management. He is a Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER^TM professional (CFP®). A highly-regarded expert in investment management and wealth planning, Steve has written extensively on topics such as:

• How to invest in a low yield world
   
• All weather stock selection: how to pick great stocks
   
• Behavioral finance and how your brain may be killing your investment returns
   
• The evolution of social responsible investing and ESG

Experience

• Commonwealth Bank & Trust, Chief Investment Officer
   
• Stearns Financial Group, Partner and Chief Investment Officer

Education

• MBA in Finance, UNC Greensboro
   
• BA in Economics, Washington and Lee University
   
• Advanced estate and financial planning training, Wachovia Bank

Personal & Community

Steve is a member of the Financial Planning Association® (FPA®) of Kentuckiana and the CFA Society of Louisville. He has served on the board of the St. John Center, the Woods of St. Thomas and as an adjunct faculty member at Guilford College, teaching certified financial planner courses to students sitting for the CFP® exam. He is happily married to his wife, Jennifer, and they have four children.

Steve was a collegiate lacrosse player at W&L and enjoys an active lifestyle today, staying busy with family activities and sports.

"From a fiduciary and compliance oversight perspective, it is my responsibility to make sure all of our investments are executed properly and always in our client's best interest."

Shawn is a Founding Partner of Accredited Wealth Management and serves as a Wealth Advisor and Chief Compliance Officer. Shawn is a native Louisvillian with deep ties to both Louisville and Southern Indiana.

Experience

• Commonwealth Bank & Trust, Equity and Municipal Bond Analyst, Portfolio and Relationship Manager

Education

• MBA, University of Louisville
  
  
• BA in Business; Minor in Economics, Indiana University Southeast

Personal & Community

An avid sports fan, Shawn enjoys watching college sports, running, and biking. He has completed several half-Ironman races,  marathons, and half-marathons.

Shawn is an active supporter of the Louisville Independent Business Alliance and a former board member at Historic Locust Grove. He is happily married to his wife, Erin, and they have one son and two grandchildren.

"My goal is to make the financial planning process as seamless and easy as possible. Our comprehensive approach starts with you and plans around it."

Brad Fisher joined Accredited Wealth Management as a Senior Financial Planner in 2019. Brad offers extensive knowledge in all aspects of financial planning including investment management, retirement planning, and risk management. With his prior work experience in banking, insurance, and at a national brokerage firm, Brad uses his broad interrelated skills to create comprehensive wealth plans for clients at any stage of life.

He received his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2003 and his Retirement Income Certified Professional (RICP^®) designation in 2014.

Experience

• D. Scott Neal, Inc., Financial Planner
  
  
• Wells Fargo Advisors, Financial Advisor
  
  

Education

• Graduate certificate in Personal Financial Planning, Georgia State University
  
  
• MBA in Finance, Wake Forest University
  
  
• BA in Political Science, Vanderbilt University
  
  

Personal & Community

Brad has taught financial planning courses at Emory University in Atlanta and Bellarmine University in Louisville. Additionally, he has been an instructor for the Investment Planning module offered by Kaplan Continuing Education to industry professionals preparing to sit for their CFP® certification. He is a member of the Financial Planning Association (FPA).

Born and raised in Louisville, Brad returned home from Atlanta, GA in 2005 to be closer to family. Outside of work, he enjoys spending time with his family, watching college athletics, playing tennis, and coaching his children's sports teams. Brad has two boys that keep him very busy.

"My role on the team is to provide the highest level of client service delivered with a personal touch."

Jen works part-time at Accredited Wealth Management. She provides a high level of client service and supports to our clients to help improve overall client satisfaction. Jen oversees client events and activity planning. She enjoys helping and entertaining clients and uses her creative talents to add special touches.

Experience

• Property Manager, Lafayette Enterprise
  
  
• Teacher, St. Francis School
  
  

Education

• MST, Bellarmine University
  
  
• BA, Fort Lewis College
  
  

Personal & Community

Jen is a mother of four children and in her spare time actively volunteers at Dunn Elementary and Noe Middle School.  Jen has one child at Centre College and one at the University of Vermont. She enjoys staying active, plays tennis on the River City team, and is a yoga enthusiast.

"My approach to client service is that if something is worth doing, do it with all your heart."

Monica joined AWM in June of 2021 after graduating from WKU.  Her role is to help the team establish and support client relationships and assist with the day-to-day administration of firm activities.  Monica's commitment to client service and attention to detail improves our client's experience and helps the firm run smoothly.

Education

• BA, Finance, Western Kentucky University
  
  

Personal & Community

Monica was raised in Bowling Green, KY, and has recently relocated to Louisville.  She has one daughter and three dogs is a gardening enthusiast and enjoys spending time outdoors.  Her goal is to pursue her CFP® certification and become a financial planner.