Who We Are...
ProActive Advisors manages money primarily for individuals, families, small busines owners and private trusts. Most clients grant us discretion to make their buy & sell decisions understanding we do not receive trade commissions or hidden fees. They also receive statements independently and directly from their third-party custodian, so they have assurance their account value is what they own.
OUR VALUES
PRIVACY
TRANSPARANCY
HONESTY
FLEXIBILITY
OUR MISSION
Our name defines our mission to be pro-active in managing the money you entrust to us. It serves as our constant reminder to identify opportunities and watch for risks. Each day is exciting because we regularly discover smart people working on innovative ideas for new products & services aimed at making life better. We operate independently and think critically letting us build superior portfolios. It’s a labor of love working to accomplish this mission and it provides a sense of fulfillment and purpose.
OUR TEAM...
Lawrence York, CIO
Lawrence York is an Investment Advisor with 30 years’ experience in the financial industry. He began his career with Dean Witter Reynolds (now Morgan Stanley) before serving as President & Dealer Principal of a NASD broker dealer for 10 years. Lawrence also managed the first Internet/Tech mutual fund and was recognized by Morningstar as a Five Star Fund Manager. He started ProActive Advisors in 2008 to utilize his 360Portfolios methodology formulated and tested to manage downside market risk. Lawrence earned his BA in Pol. Sc. at Berea College and his MBA at UK Gatton College of Business & Economics.
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 services.
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.