Alliance Financial Planning

Lucas McAvoy, Diane Verhalen + Kelli Newman

Founded in 2014 as an independent firm, Alliance Financial Planning advocates for clients to ensure they are getting customized advice and finding the right approach for their specific needs. Alliance finds the greatest reward in helping clients pursue their personal goals and creating a tailored plan to see these goals through.

This year, Alliance wants people to not get sidetracked by headlines and news stories pertaining to finances. They believe it’s crucial for individuals to work with a professional in order to keep the emotions out of their investments, particularly as election years can bring out a lot of chaos.

“At Alliance Financial Planning, it is our intention to have a firm that is committed to excellence in every aspect of our business. Our dedication and passion for your financial concerns are the cornerstones of our firm.”

Alliance Financial Planning loves doing business in the Lexington area and looks forward to continuing to make the community a better and more financially stable place.

Meet the Team

Diane Verhalen has been an LPL Financial Advisor since 2006 and is also the owner of Alliance Financial Planning. She is a graduate of University of Kentucky, holds her series 7 and 66 through LPL Financial, is a CERTIFIED FINANCIAL PLANNER Practitioner, and has her Life and Health licenses.

Lucas McAvoy has been with Alliance Financial Planning since 2020, and graduated from Centre College. He holds his series 7 and 66 through LPL Financial, is a Chartered Retirement Plans SpecialistTM Professional conferred by the College for Financial Planning, and has his Life and Health Licenses.

Kelli Newman joined Alliance Financial Planning in 2023 and has been in the insurance business for over 20 years. She is a graduate of the University of Kentucky, holds her series 7 and 66 through LPL Financial and has her Life and Health Licenses.

525 Darby Creek #29 | Lexington, Ky | 859.977.6006 | AllianceFP.net

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC