Ballast, Inc.

We have three exciting and informative webinars coming up. Watch live and ask questions in real time! Recordings of the conversations will be available at a later date.

Register for one or all of these webinars and set your calendar reminders here: https://us06web.zoom.us/webinar/register/WN_bIEPHlz6RhemI4jq1sOFbA

Life is a balance of living for today, while planning for the future. Let us help you optimize the journey.

ballastplan.com

BALLAST MAGAZINE - ISSUE 5 is LIVE!

As we transition back to school and into fall, this issue of Ballast Magazine explores many of the moments that matter and require careful planning... like receiving an inheritance, caring for aging parents, planning your estate, welcoming a new baby, creating retirement income, and having the family conversations many people avoid.

It's about helping YOU navigate some of life's biggest transitions.

Check it out here: ballastplan.com/connect

We hope you enjoy!

After seeing the impact of Alzheimer's in his own family, Cameron helped found Bike4Alz 15 years ago to support the search for better treatments and, ultimately, a cure. Since then, the organization has raised hundreds of thousands of dollars to advance research, with this year's ride surpassing $100,000 in fundraising alone.

In this conversation, Cameron sits down with Dr. Maj-Linda Selenica of the University of Kentucky Sanders-Brown Center on Aging to discuss the exciting progress being made in Alzheimer's research and what gives researchers hope for the future.

Watch here: https://youtu.be/E_73HSHZyEk

The Ballast kids are back to school and back in business. We hope everyone had a great first week and wish all of our students a safe, fun year filled with learning, friendship, and plenty of accomplishments!

Since our founding, our vision has remained steadfast: build a team that we would want to advise our own families.

As we continue to grow, we’re excited to welcome Brizia Palmer to the team! She serves as a Client Services Associate.

With 15 years of experience in banking and financial services, Brizia brings a strong foundation in client relationships and team leadership to her role as a Client Services Associate. She began her career as a Personal Banker and advanced into Branch Management, serving as a Branch Manager for the past five years before transitioning into the financial planning industry.

Brizia is passionate about providing exceptional client service and helping clients feel confident and supported throughout their financial journey. Her background in banking allows her to bring both professionalism and a personalized approach to every client interaction. Brizia is originally from Ashland, KY, but now resides in Nicholasville, KY. Outside of work, Brizia enjoys traveling, spending time with family, attending concerts, and seeking out new adventures with her lab, Levon.

Be sure to say hello to Brizia! We're thrilled to have her.

Congratulations to our own Trent Lakes, CFP® on being selected for the 2026–2027 Leadership Lexington class!

Leadership Lexington and Commerce Lexington Inc. bring together emerging leaders from across our community to learn, collaborate, and help shape Lexington's future. We can't wait to see what this year's class accomplishes together.

Commerce Lexington Announces 48th Leadership Lexington Class ​Since 1979, Commerce Lexington’s Leadership Lexington program presented by Community Trust Bank has been cultivating Lexington leaders, producing more than 1,900 graduates from this impactful...