Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Cash Flow Management Strategies

Education

  • University of Louisville: Bachelor of Science - Business Administration (1985)

Awards & recognition

  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022-2023

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide our clients every day.

Community participation

Developing team and leadership skills in young people is important to me. I coached youth basketball for over 20 years with the Louisville Catholic School Athletic Association (CSAA).

Interests

My wife Maureen and I have two children and a West Highland Terrier named Paddy. Our son Jonathan is a VP of communications for the local professional soccer team. He is married to Emily, and they’re expecting a baby this year. Our daughter Mary Ellen is married to Brian, and they are the parents of our first grandchild Gannon. I love spending time with family and following local professional and college sports. I also enjoy gardening and cooking, particularly grilling and smoking food when watching fall sports.

My photos

3 albums
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