Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Christian Financial Strategies

Education

  • BS In Marketing 2002 from Western Kentucky University

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

Woodburn Baptist Church member

Warren county girls softball board member

Interests

* Married to Christa Lemily (May 2000) 19 years.* 3 Daughters: Kaitlyn (2002), Madison (2005) and Peyton (2008)* We are all servants to the Lord and spend our days doing our best to honor Him.* Our family loves to travel...especially to the Midwest!* Our favorite participation in sports is softball. Two of my daughters currently play and I'm their coach. Go Sirens!