Reliant Wealth Planning, LLC

Jessica Bourassa is a CFP® professional with seven years at Reliant Wealth Planning, LLC in Louisville, KY, and a total of three years of industry experience. Prior to joining Reliant Wealth Planning, she worked at Western Kentucky University from 2016 to 2019. Reliant Wealth Planning serves individual clients with fee-based financial planning and discretionary wealth management, utilizing a multi-layer investment framework that includes risk-based core templates, a tactical allocation strategy, and a liquidity reserve. The firm manages a large client base and integrates planning, management, and transaction services into a single fee within its wrap-fee program.

Laura Clark is a CFP® professional with 25 years of industry experience. She is a founding partner at Reliant Wealth Planning, LLC, where she has worked since 2017. Prior to that, she held roles at Comprehensive Asset Management and Servicing, Inc. and JJB Hilliard WL Lyons LLC. Outside of her advisory work, Clark serves as president of the PEO International Chapter E, a charity based in Louisville, KY. Reliant Wealth Planning serves individual clients with fee-based financial planning and discretionary wealth management, offering services such as cash flow and retirement planning, investment due diligence, and estate planning support. The firm uses a multi-layer investment framework combining core risk-based templates, a tactical allocation strategy, and a liquidity reserve, with periodic rebalancing and layer adjustments.

Nicholas Alcorn is a CFP® professional with three years of industry experience, currently serving at Reliant Wealth Planning, LLC in Louisville, KY. His prior work includes roles at Panera Bread, Red Lobster, and EF: 6 Holdings, LLC. Reliant Wealth Planning serves individual clients with fee-based financial planning and discretionary wealth management, offering standalone plans and integrated wrap-fee asset management. The firm uses a multi-layer investment framework combining risk-based templates, a tactical allocation strategy, and a liquidity reserve, with services that include cash flow and retirement planning, portfolio construction, and estate planning support.

Shaun Chelf is a CFP® with 25 years of industry experience, currently serving as a founding partner and owner at Reliant Wealth Planning, LLC since 2017. His prior experience includes roles at Comprehensive Asset Management and Servicing, Inc. and JJB Hilliard WL LLC. Outside of financial advising, he is a founding partner and owner of a commercial building in Louisville, KY. Reliant Wealth Planning is a team-based firm that serves individual clients with fee-based financial planning and discretionary wealth management. The firm employs a multi-layer portfolio framework combining risk-based core templates, tactical asset allocation, and liquidity reserves, and coordinates services including estate planning support and investment due diligence.

Lucas Adams is a CFP® professional with four years at Reliant Wealth Planning, LLC and a total of six years in the financial services industry. Prior to joining Reliant Wealth Planning in 2022, he worked five years at Glenview Trust Company. His earlier career includes roles with the Boys & Girls Clubs of Kentuckiana and Stage One Family Theatre. Reliant Wealth Planning serves individual clients through fee-based financial planning and discretionary wealth management, employing a multi-layer investment framework that includes risk-based core portfolios, tactical allocation strategies, and liquidity reserves. The firm integrates comprehensive financial planning with portfolio management and coordinates with clients’ other professionals.