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
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies

Education

  • BA Bachelor of Arts, Political Science, University of Kentucky, Lexington KY

Professional associations

  • Financial Planning Association

Interests

Volunteered 2011-2018 as a soccer coach 5 of those at Kings Hammer Soccer Club

3 years as a member of the Newport Elks in Cold Spring, KY.