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Churchill Financial Staff

Staff

Stacy Coartney
Stacy Coartney Churchill Financial

Stacy Coartney is President and Managing Partner at Churchill Financial, LLC. He co-founded Churchill Financial in 1995 and has over 29 years experience in the investment services industry.

Before joining Churchill Financial, Stacy was a securities trader at Stock Yards Bank & Trust in Louisville, KY.

Stacy graduated from Eastern Illinois University where he earned his Bachelor’s Degree in Finance, and graduated from the W. Fielding Rubel School of Business at Bellarmine University in Louisville, KY where he received his Master’s of Business Administration.

Stacy also has extensive experience in community service having held board positions with organizations involved in youth development, athletics, and religious institutions.

Contact Stacy at SCoartney@ChurchillFinancial.com.

John Hunter, CFA, CPA, CFP
John Hunter Churchill Financial

John Hunter is a Portfolio Manager and Broker/Dealer Principal at Churchill Financial, LLC. He co-founded Churchill Financial in 1995 and has over 30 years experience in the financial industry.

Before joining Churchill Financial, he worked in public and private accounting, including Coopers & Lybrand, CPAs and KFC.

John graduated from the University of Louisville where he earned his Master’s of Business Administration, Bachelor’s of Science in Commerce, and Associate’s Degree in Accounting.

John is a Chartered Financial Analyst, a General Securities Principal, a General Options Principal, and a Municipals Principal. He also is a Certified Public Accountant, Certified Financial Planner, Certified Management Accountant, and a Certified Internal Auditor.

Contact John at JHunter@ChurchillFinancial.com.

Alesia Mullis
Alesia Mullis Churchill Financial

Alesia Mullis is Chief Compliance Officer and Vice President of Operations at Churchill Financial, LLC. She joined Churchill Financial in 1999 and has over 19 years experience in the financial industry.

As Vice President of Operations, Alesia brings not only her experience in the financial industry, but a strong background in customer service and management. Before joining Churchill Financial, she was a mortgage specialist at PNC Mortgage in Louisville, KY. Prior to PNC, she was in operations at Trust Alliance, Inc. in Crestwood, KY.

Alesia graduated from Berea College where she earned her Bachelor’s Degree in Political Science.

Alesia also has extensive experience in community service having held board positions with organizations involved in youth development, neighborhood associations and religious institutions.

Contact Alesia at AMullis@ChurchillFinancial.com.

Jacob Zollman, CFA, CFP
Jacob Zollman Churchill Financial

Jacob Zollman is a Portfolio Manager and Assistant Vice President of Operations at Churchill Financial. He has been with Churchill Financial for over 6 years.

Jacob graduated from Indiana State University where he earned a Bachelor’s of Science in Professional Aviation Flight Technology and a Master’s of Business Administration from the Donald W. Scott College of Business. Jacob holds the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner designation and is a General Securities Principal.

Contact Jacob at JZollman@ChurchillFinancial.com.

Maggie Hendrix
Maggie Hendrix Churchill Financial

Maggie Hendrix is a General Securities Representative with Churchill Financial, LLC. She joined Churchill Financial in 1997 and has over 36 years experience in the financial industry.

Before joining Churchill Financial, she worked as a Senior Planned Giving & Investment Officer at the Presbyterian Church Foundation in Jeffersonville, IN and she was a Vice President at Dean Witter Reynolds in Fallbrook, CA.

Maggie graduated from Pepperdine University where she earned her Master’s of Planning and Public Administration. She also graduated from Michigan State University where she earned her Bachelor’s Degree in International Studies.

Maggie currently serves as a board member for Health Bridges International, Inc.

Contact Maggie at MHendrix@ChurchillFinancial.com.

Jerry Goetz
Jerry Goetz Churchill Financial

Jerry Goetz is a General Securities Representative with Churchill Financial, LLC. He joined Churchill Financial in 2001 and has over 35 years experience in the financial industry.

Jerry guides clients through the process of determining their investment objectives and risk tolerance then tailoring a portfolio to achieve their financial goals. Before joining Churchill Financial, he worked as a General Securities Representative for D.H. Brush, Commonwealth Institutional Securities, and Stifel, Nicholaus & Company in Louisville, KY.

Jerry graduated from Bellarmine College where he earned both his Bachelor’s and Master’s Degrees in Business Administration.

Jerry has volunteered for two of the many programs offered through the Louisville and Kentucky Handicapped Athletics Association. He worked with Wheelchair Basketball as a referee during the Derby Parade and with the Adaptive Rowing Program.

Contact Jerry at JGoetz@ChurchillFinancial.com.