Broker Check

Meet Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.


Jonathan Upton, CFP®, CAIA®, BFA®

Wealth Advisor

Jonathan was born and raised in Louisville, KY, where he now resides. After graduating from Transylvania University, he began his career as a financial advisor and has over 15 years of experience in the industry. His passion is assisting families and business owners define what makes them happy and feel fulfilled. He is devoted to helping them develop a plan to pursue those financial life goals and adapt to new circumstances as they develop over time. In his personal time he enjoys traveling the globe, learning about new topics of interest, exercising to stay fit, and spending time with close family and friends.

Greg Smith, CFP®

Wealth Advisor

Greg has been a CERTIFIED FINANCIAL PLANNER™ since 1986. He began his career in the tax preparation business in 1976. Greg is passionate about working with widowed clients to help them fully understand their available financial resources and getting them in control of their financial futures. A Louisville native, and widower himself, Greg understands the challenges widows face. As a seasoned financial professional, he also works with many clients and business owners in retirement planning, employee benefits, 401(k) plans, IRA rollover services, and estate planning strategies , including life insurance. In his personal time, he enjoys travel, outdoor activities, spending time on his farm, and playing music with friends.

Bruce Lindsay, CFP®, MBA

Wealth Advisor

Born in Greenville, South Carolina, Bruce has lived in Louisville since 1958. After obtaining a degree in Economics and Political Science from Centre College he worked briefly in banking in Louisville. He then received a Master’s degree from the University Of Louisville in 1983. Bruce became a Certified Financial Planner in 1987 and has enjoyed using his 40 years of experience to help individuals, families, and small businesses identify, coordinate, and simplify their pursuit of an improved financial future. When he has free time he enjoys lots of family time, golf, jogging, regular exercise, and hiking. Bruce has 5 children and 4 grandchildren.

Patrick Ritter, CFP®

Patrick is the Client Relationship Manager and works closely by assisting the financial advisor team on a daily basis. Patrick is a Louisville native and graduate of the Western Kentucky University Personal Financial Planning program with a dual concentration in Business Finance and Minor in Economics. He graduated Summa Cum Laude and was named the 2020 Outstanding Senior in Financial Planning. He has his Life and Health Insurance Licenses and passed his SIE and Series 7 and 66 exams held through LPL Financial. He also obtained his Certified Financial Planner™ Certification in 2022. 

Mary (Sam) Mattei

Sam is the receptionist for the office and administrative assistant to the financial advisor team. She was born in Louisville and has over 40 years of experience working in the accounting and financial services industries. She joined the Centris Wealth Management team in 2019 and enjoys making clients feel at home when they visit or call the office.