Who We Are…
ProActive Advisors, LLC is a boutique Financial Advisory firm helping clients save and invest with greater tax efficiency. Our clients are individuals, families, small business owners, and private trusts. Their success is built upon a solution-oriented approach–analyzing their strengths and weaknesses and constructing financial plans to minimize weaknesses and build upon strengths. This includes proactively finding opportunities and combatting market risks utilizing the our considerable experience that is backed-up by our quality 360Portfolios’ Total Return investment approach.
OUR VALUES
PRIVACY
TRANSPARANCY
HONESTY
FLEXIBILITY
OUR MISSION
Our name defines our mission to be proactive in identifying risks, assessing opportunities, and devising glidepaths to financial goals. But more than that, our name serves as our constant reminder to be vigilant in watching our client’s money to compound and protect it. It’s our life’s work and a shared mission affording purpose and fulfillment.
OUR TEAM…
Lawrence York, CIO
Lawrence York, Founder & Chief Investment Officer specializes in helping clients invest wisely and build a secure retirement income stream. Lawrence has 30 years’ experience in financial planning and money management. He began his career with Dean Witter Reynolds (now Morgan Stanley) and six years later acquired a broker dealer serving as its President for 11 years. Lawrence also managed a specialty technology mutual fund for nine years and was recognized by Morningstar Associates as a Five Star Fund Manager (1999-2000). He started ProActive Advisors in 2008 to offer fee-only Advisory services formulated to keep investment costs low, invest by proven financial principles, and proactively combat market risks. Lawrence earned his MBA at UK Gatton College of Business & Economics. and his BA in Pol. Sc. at Berea College and is a Morningstar recognized Five Star Fund Manager,
Helen Pantazakos, CCO
Helen Pantazakos is ProActive’s Compliance Officer responsible for oversight of regulatory policies and procedures at ProActive. Helen has served as ProActive’s Chief Compliance Officer since inception. Previously she worked as operations manager at the branch office of a national independent broker dealer having responsibility for customer service and branch back-office operations. Prior to joining ProActive, Helen was a regional manager in charge of Customer Service Training for Southwest Ohio Bell Telephone.
John York, IAR
John York is an Investment Advisor Representative (IAR) at
ProActive and holds the Series 65 Investment Advisor license. He joined
ProActive in 2019 after two years of internship. John is a graduate of the
University of Kentucky where he studied Business and Political Science. Always
passionate about following the financial markets and investing his entire life,
John does stock research, monitors account performance, and is involved in
client development.
Kristie Medley, DCP
Kristie Medley is ProActive’s Director of College Planning. She assists parents and students in college financial aid planning to lower their out-of-pocket costs of attending college. Kristie holds an undergraduate Business degree from Marshall University and an MBA from Eastern Kentucky University. Before joining ProActive Kristie worked providing accounting, marketing, and operational support for Lexington area small businesses.