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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S. Accounting, Union College, Barbourville, KY
  • B.S. Business Administration, Union College, Barbourville, KY

Awards & recognition

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

Previous experience

  • First Vice President - Investment Officer, Wells Fargo, 2003-2019
  • Vice President - Investments, Prudential, 1997-2003
  • Business Broker, Bluegrass Business Brokers Inc., 1996-1997
  • Vice President - Finance, James River Coal Service Company, 1974-1995

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

Alzheimer’s touched my family personally when my grandmother passed from the disease. Through that experience, I saw the need for research and support for caregivers. I have served on the Greater Kentucky/Southern Indiana chapter of the Alzheimer’s Association for 25 years. I serve on the board of trustees for Union College in Barbourville, Kentucky, because I feel strongly about the importance of education, and I want to give back to my alma mater.

Interests

When I’m not working through financial goals and plans with clients, I enjoy being outdoors, golfing, and playing tennis.