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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor's Degree in Mechanical Engineering, from Washington University, St. Louis, MO

Community participation

East Oldham Middle School Football

  • South Oldham Rotary Club
  • Canstruction Oldham County
  • Oldham County Educational Foundation
  • Oldham County Family YMCA
  • Oldham County Community Scholarships
  • East Oldham Middle School Football

Interests

  • I enjoy reading, fishing, archery, camping, and kayaking.
  • I'm always looking for a new restaurant to try.
  • I play the piano, saxophone and occasionally DJ.
  • Spending time looking for my stray golf balls!
  • Coaching Football