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
Lawrence York is an Investment Advisor Representative (IAR) with 30 years of experience in the financial industry. Lawrence attended Berea College as an undergraduate and later earned his MBA from the University of Kentucky. Before founding ProActive Advisors in 2008, Lawrence managed the very first internet/tech fund and was recognized by Morningstar as a 5-Star Fund Manager. He started ProActive Advisors to lower investment costs and improve client returns. His 360Portfolios methodology has been formulated and tested to effectively navigate downside risk during market corrections. This helps his clients feel that their money is being watched carefully and monitored to help manage risk and stimulate growth in their accounts.
John York joined ProActive in 2019. He studied Finance and Political Science at the University of Kentucky. During college John interned with ProActive for two years and has been passionate about studying the financial markets his entire life. John is a licensed Investment Advisor Representative and is involved in client development and does stock research for the firm.
Kristie Medley is graduate of Eastern Kentucky University with a Master’s in Business Administration. Before working for ProActive Kristie worked providing administrative, marketing, and operational support for Lexington and small businesses. Kristie oversees the college funding arm of ProActive. She assists parents and students in college planning on the financial side that provides guidance and helps get more funding for incoming college students.
Helen Pantazakos is our Compliance and Operations manager. Additionally, she handles administrative services for the firm. Before working for ProActive Helen was a corporate trainer for AT&T. She now has 13 years working in the investment industry.