Bill Yancey is a lifetime resident of Louisville, Kentucky. Bill Graduated from St. Xavier High School in 1979 and from Murray State University in 1983. He has been with Northwestern Mutual for 40 years and has extensive experience in financial security planning. He has dedicated his career to helping navigate clients through numerous corrections, market, and inflationary conditions. He brings this extensive firsthand knowledge and experience in leading our team and managing client relationships. When not working Bill enjoys spending time with his wife Kathy and their two children, taking care of his farm and all that the great outdoors has to offer.

Bill is an alumnus of St. Xavier High School and the University of Kentucky. He graduated with a Bachelor of Sciences degree in both accounting and finance. While attending the University of Kentucky he participated in Northwestern Mutual’s internship program, and after graduation, he began his full-time career in 2017. In 2018 he attained his CERTIFIED FINANCIAL PLANNER® designation. He is passionate about working with families and businesses in the local community. His primary focus is on developing relationships with clients and assisting them with the design and implementation of an efficient financial plan. Bill and his wife Madeline got married in October of 2021. In his free time, Bill enjoys spending time with his family and friends, attending sporting events, traveling, and being outdoors.

Laura graduated from Indiana University with a bachelor’s degree in finance. She joined the team in early 2017 after working in the banking industry for 5 years and made partner in 2024.In addition to advising Laura oversees the Investment side of our practice and specializes in retirement planning, tax efficiencies/ distribution strategies and portfolio construction. She has a passion for helping others grow & achieve their goals, which she takes pride in being able to do every day for our clients. In her free time, she loves traveling and spending time in the great outdoors with her husband Matt & her daughter Bella and coming soon.... a new sister for Bella, due summer 2024!

Traci was born and raised in Louisville KY. She began her career in insurance with Connecticut Mutual in 1981. She has held her Life and Health License since 1988 and earned her Charter Life Underwriter (CLU®) degree in 2005. Traci is married and has 2 children and 3 grandchildren. She enjoys golf, traveling, University of Louisville sports and spending time with family and friends.

Charlotte began her career at Northwestern Mutual in 2011 as a Financial Representative Assistant. she joined Yancey and Associates in 2023. She has a background and over 20 years of experience in managing client relationships and is the primary contact for new business and onboarding on Bill's Team. Originally a Louisville native Charlotte now lives with her husband, two children and two dogs near Bardstown, KY. She loves spending time outdoors, and most weekends are spent at the lake cabin with her family. Although she can't say enough great things about her children, her most precious possession is an EGGcellent assortment of chickens that she raised from incubation.

Matt joined Team Yancey in 2022 after spending 2 years in logistics sales. He partners in servicing client accounts in the investment and financial field. Matt is primarily responsible for investment operations and service. He has a bachelor's degree in business that comes with a wealth of knowledge for our clients and the operations team. When Matt is not developing structured and trusted client relationships, he enjoys spending time with his new bride, Morgan, who he married in the fall of 2023. Matt is in numerous volleyball leagues and loves participating in anything sports, but is especially dedicated to the Chicago Cubs and Dallas Cowboys.