Broker Check

Our People

Calvin R. Rasey

President

(502) 893-7001

(502) 893-1969

calvin.rasey@securitiesamerica.com

Calvin Rasey graduated from the University of Kentucky in 1997 with a Bachelor of Science Degree.

In 2005 Calvin took over Physicians Financial Services with the idea of making it a full service financial planning firm focusing on Physicians personal and business needs.

Calvin put together a team of financail planners, attorneys, C.P.A's, and employee benefits specialists serving not only Kentucky but 42 other states across the nation. Calvin specializes in Estate Planning, Asset Protection, and Tax reduction, providing clients with the most up to date, and tested strategies, and concepts to help meet their personal goals.

Eva Binzer

(502) 893-7001

(502) 893-1969

Eva Binzer graduated from University of Louisville with a Bachelors Degree. Eva has been with Physicians Financial Services since 1994 specializing in employee benefits, personal health insurance services and life and disability insurance.  Eva is up to date on the most current healthcare and employee benefits information available and can help you navigate the difficulties associated with keeping your family and employees covered.

Daniel M. Sullivan, CPA

(502) 893-7001

(502) 893-1969

Daniel is a graduate of the University of Kentucky and a member of the AICPA and the Kentucky Society of Certified Public Accountants. He has over 15 years experience in a combination of financial management of small to medium sized companies and in public accounting.

Daniel Leary

Louisville Certified Public Accountant

(502) 893-7001

(502) 893-1969

Shultz & Associates, PLLC is a Certified Public Accountant (CPA) practice based in Louisville, KY. Shultz & Associates, PLLC can assist you with your tax preparation, planning, bookkeeping, and accounting needs.

Ross Lyle

(502) 893-7001

(502) 893-1969

A Registered Principal with Securities America Inc., Ross is an Investment Advisory Associate with Securities America Advisors Inc. Ross has over 30 years of experience with securities; including counseling clients in the areas of retirement planning, investment management and estate planning.

From 1996 to 1999 Ross was a co-host on the Money Mechanics radio show in Louisville, KY. He is a member of the Financial Planning Association.