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
39
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 be recognized by Forbes

I’m excited to share that my team has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me 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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