Carter Reed Hench

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 05/2017
  Outback Steakhouse
  Troy, OH
• 05/2017 → 08/2017
  Lj Deweese Company
  Tipp City, OH
• 08/2016 → 05/2020
  University Of Kentucky
  Lexington, KY
• 05/2018 → 08/2018
  Lexington Country Club
  Lexington, KY
• 05/2019 → 08/2019
  Lj Deweese Company
  Tipp City, OH
• 06/2020 → 08/2021
  Family Financial Partners
  Lexington, KY
• 08/2018 → 06/2020
  University Of Kentucky Visitor Center
  Lexington, KY
• 08/2020 → 08/2021
  The O.N. Equity Sales Company
  Cincinnati, OH
• 08/2021 → 11/2025
  Colorado Wealth Group
  Denver, CO
• 11/2025 → Present
  Savvy
  Independence, KY

Previous Registrations

• 2021-08-09 → 2026-03-31
  Colorado Wealth Group Llc
  Denver, CO
  Independence, KY

Other Businesses

The Financial Takeoff LLC. Not investment-related. Entity used for content creation. Owner and Managing Member. 01/01/2025. Time spent: 1 hr/mo. To spread personal finance content through social media and other outlets.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-13

Designations

• Certified Financial Planner