Who We Are...
ProActive Advisors, LLC is a boutique Financial Advisory firm helping clients grow their wealth and spend it wisely. Our clients are individuals, families, small business owners, and private trusts. Their success comes by our taking a solution-oriented approach–analyzing their financial wellness and constructing financial plans to improve it. For greater assurance of desired financial outcomes, we pro-actively manage what happens. This includes finding beneficial opportunities and combatting challenges utilizing the our considerable experience backed-up by our Total Return investment approach.
OUR VALUES
PRIVACY
TRANSPARANCY
HONESTY
FLEXIBILITY
OUR MISSION
Our name defines our mission to be pro-active in finding opportunities and combatting financial challenges so you can reach your important financial goals. It serves as our constant reminder to thoroughly evaluate the relevant facts, craft a well-reasoned plan, and carefully implement it. It’s our career work, but also a mission that offers a source of fulfillment. We provide answers, removing the guesswork that leads to indecision or procrastination about family finances.
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.