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Our Team

Adam Simon




Adam Simon is the owner of Right Path Financial. A graduate of Transylvania University, Adam has helped clients achieve financial confidence since 2002 and has built his practice through solid relationships and referrals from his...

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Jamie Lacy

Operations Manager

Jamie Lacy is Right Path Financial’s operations manager. A graduate of Bellarmine University, Jamie worked at Humana in project management before taking a short break from the workforce to be a stay-at-home mom. Jamie and her husband...
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