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About Diane Verhalen
Diane is a Lexington native and has always taken pride in herself for being trustworthy, honest, knowledgeable, and a person of good character. She feels that these characteristics make her clients feel more at ease and secure in knowing that she is helping you plan to protect your family and your assets.
An LPL Financial Planner since 2006, she partnered with GCH Insurance Group to form GCH Wealth Management in 2009, and then went on to form Alliance Financial Planning in 2014. Prior to joining LPL, Diane worked as a Financial Advisor with AXA Advisors. The knowledge and training in both insurance-based and independent-based platforms have given her the training and experience to provide her clients with a well-rounded financial planning approach.
Being a graduate of the University of Kentucky, Diane received her Bachelor's degrees in both Finance and Accounting. Diane continued her education by completing the CERTIFIED FINANCIAL PLANNER™ certificate from Bellarmine University as well as being recognized as a CERTIFIED FINANCIAL PLANNER™ Practitioner. She holds her Securities Registrations Series 7 and 66 through LPL Financial as well as her life and health licenses. Diane is a member of the Junior League of Lexington, the Professional Women's Forum and volunteers for various local non-profits, including Ronald McDonald House, Cavalier Rescue USA, Bluegrass Pug Rescue, and Dress for Success Lexington.
About Lucas McAvoy
Lucas is a Lexington native that has a passion for helping people pursue their financial goals through objective advice and services. Lucas started his journey in financial services in 2018 and felt that being an independent advisor was best for his future. That led him to Alliance Financial Planning and LPL Financial in the beginning of 2020. Lucas focuses on the whole financial picture and specializes in working with pre-retirees and young families to build their financial path. He also serves business owners in navigating the benefit options that they want to make available to their employees. Lucas holds his Series 7 and 66 Securities registration through LPL and his Life and Health insurance licenses.
Lucas is a graduate of Centre College, where he received his Bachelor’s degree in Economics and Finance as well as played baseball. In his spare time, he volunteers his time with the Rotaract Club of Lexington, coaching baseball and with the youth group in his church. Lucas is an avid fan of the University of Kentucky, the Chicago Cubs and playing golf on his off days.
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