Living Generously in the Louisville

  • MisPits and Friends Rescue
  • Orphan Care Alliance
  • Hope Collaborative
  • Love the Hungry
  • Habitat for Humanity
  • Critically Loved


Meet Liz Trotter

I was born and raised in Kansas City (Missouri!) and I have lived in Louisville since 2005. My husband, Aaron, and I are members of Our Savior Lutheran Church where I love singing on our church Praise Team. We enjoy hiking and camping, although our two teenagers, Lauren and Miranda, are sometimes less than enthusiastic - Clifty Falls State Park in Indiana is a family favorite we frequent at least once each year.


To avoid collecting (and keeping) large breed dogs, our two 'pups' have a constant influx of playmates through MisPits and Friends Rescue where we have been fostering since March 2020.


I love meeting other non-profits in the area and supporting their mission. In the past year I have made cake pops with Cupcakes & Confidence, played virtual trivia with Critically Loved, cooked for Ronald McDonald House, packed meals with Love the Hungry, and painted siding with Habitat for Humanity. I am always looking for new ways to support my community.


Education & Accomplishments


  • Bachelor of Arts, Washington University in St. Louis
  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance Licenses
  • Professional Designations:
  • BFA™ - Behavioral Finance Advisor


Inspired Wealth Advisors

Inspired Wealth Advisors

Title

Team Practice

Website
https://connect.thrivent.com/inspired-wealth-advisors
    Brittany Lawson

    Brittany Lawson

    Brittany is passionate about helping others! After 10 years in the mortgage lending industry, she saw the need in her community for personalized financial planning, and feels honored and proud to guide and advise individuals and families in their financial journey. She truly believes that her financial guidance will improve the lives of her clients, give them confidence, and inspire them to live generously!


    Brittany's practice empowers churches and charities with education and financial resources, making an impact in their families, churches, charities, and the people they love, ultimately impacting the kingdom and honoring God!


    Brittany was born in Canada (yes, she speaks French), and has lived in Kentucky, “bleeding blue,” since 2007. Her husband, Rob, along with their three children, Tripp, Coleman, and Elisabeth, are members of Journey Church in Versailles. In her spare time, she loves traveling, visiting with friends and family, wine tasting, photography, and volunteering with Habitat for Humanity and other non-profits.


    Education & Accomplishments


    • Bachelor of Science in International Finance, University of Alabama
    • FINRA Series 7 General Securities Representative
    • FINRA Series 66 Uniform Securities Agent State Law Exam
    • Life and Health Insurance Licenses in AZ, FL, ID, IL, IN, KY, LA, MI, MS, NV, OH, SC, SD, TN, TX
    • Professional Designations:
    • BFA™ - Behavioral Finance Advisor
    • CERTIFIED FINANCIAL PLANNER practitioner
    • ChFC® - Chartered Financial Consultant
    • CLTC® - Certified Long-term Care Consultant
    • FIC - Fraternal Insurance Counsellor
    • RICP® - Retirement Income Certified Professional

    Title

    Wealth Advisor

    Location

    Lexington

    Phone
    859-303-5139
    Robert Lawson

    Robert Lawson

    Growing up in eastern Kentucky taught Rob several important lessons: to love his fellow Kentuckians and to have their back. This is demonstrated daily in his support for charitable causes benefitting these communities, his life’s work in financial planning, and the love he has for his family.


    Always the ‘steady one’, Rob possesses innate leadership qualities which serve him well as a Wealth Advisor at Thrivent, a Board Member with both the Christian Appalachian Project and Habitat for Humanity of Lexington and coaching of his son’s sporting events.


    Aside from these important responsibilities, Rob also loves his University of Kentucky Wildcats and has a fondness for things starting with the letter ‘B’: boxing, barbecue, bourbon, and Brittany.


    Education & Accomplishments


    • Bachelors of Finance, University of Kentucky
    • FINRA Series 7 General Securities Representative
    • FINRA Series 66 Uniform Combined State Law
    • Life & Health Insurance Licenses in AL, CA Insurance Lic. #0K39836, FL, GA, IL, IN, KS, KY, MI, MO, MS, NC, NY, OH, SC, TN, TX, VA, WV.
    • Professional Designations:
    • FIC - Fraternal Insurance Counsellor

    Title

    Wealth Advisor

    Location

    Lexington

    Phone
    859-303-5139
    Jordan Dongell

    Jordan Dongell

    Coming from a family of teachers and pastors, Jordan always knew he wanted to help others. Jordan has always sought out opportunities to give back, whether coaching a mock trial team at University of Kentucky Law School or serving on the boards of First Alliance Church and Isaiah House.

     

    After a stint teaching high school and another practicing law in Lexington, his found the right fit in financial advice. His analytical and legal skills help him design the best strategies for each family's unique situation, while his teacher's heart ensures that clients understand and are comfortable with every step along the way.

     

    Jordan and his wife, Heather, have two little girls under 3 and live in Wilmore, just a few blocks from Jordan's childhood home. Outside of work, Jordan enjoys a good cup of coffee or grilling on the back porch, a game of chess, or a hike in the Red River Gorge. 

     

    Education & Accomplishments

    • Bachelor of Arts in History and Latin, Asbury University
    • Master of Arts in History, University of Kentucky
    • Juris Doctor from Wake Forest University School of Law
    • FINRA Series 7 General Securities Representative
    • FINRA Series 66 Uniform Combined State Law
    • Life & Health Insurance Licenses in IN, KY, OH, WI

    Title

    Financial Producer I

    Location

    Lexington

    Phone
    859-303-5139
    Beth Chassie-Copeck

    Beth Chassie-Copeck

    Beth joined the Inspired Wealth Advisors team in 2018. She is our Director of Communications, and manages the office to ensure our clients receive excellent service. Beth is an insurance-licensed Support Associate, and can manage many of our clients service-related needs. You'll also hear from Beth when you call to schedule an appointment, and when we want you to know something important from the team.


    She is a lifelong Thrivent member and has a passion for helping other members find creative ways to use their membership benefits. She and her family are parishioners of St. Elizabeth Ann Seton in Lexington, KY - where husband, Joe, formerly served on the staff.


    In her spare time, Beth can be found doing yoga, swimming, enjoying the outdoors, organizing, or spending time with her family and friends. She's recently been spending her weekends cheering son, John, at his Ultimate Frisbee tournaments, and daughter, Cate, at her Dance competitions.


    Beth has a passion for health and families, and enjoys coordinating delicious and nutritious lunches for our team and clients!


    Education & Accomplishments

    • Bachelor of Arts, Food and Nutrition Emphasis, St. Olaf College
    • Life & Health Insurance License in KY

    Title

    Insurance Supt Associate

    Location

    Lexington

    Phone
    859-303-5139
    Erika Prusak

    Erika Prusak

    Erika joined the team in October of 2023 as our Administrative Assistant/Marketing Specialist. She is Beth's "right-hand woman" and assists her in servicing our clients and scheduling appointments. She helps run and maintain our social media sites, our website, and coordinating events.


    Erika graduated from Bowling Green State University in 2022. About a year later Erika and her husband, Tom, moved down to Lexington from Cleveland, Ohio. They are excited to continue to get to know the city and everything it has to offer.


    In her spare time, Erika loves playing sports, dancing, singing and baking. She loves Harry Potter and Disney, and has seen the movie Titanic more times than she can remember. Erika and her husband have also picked up running and have participated in 5Ks in Lexington and surrounding areas.


    Education & Accomplishments

    • Bachelor of Science in Business Administration, Bowling Green State University

    Title

    Administrative Assistant/Marketing Specialist

    Location

    Lexington

    Phone
    859-303-5139