Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Murray State University, 1995; Bachelor of Business - Area- Management-Murray, Ky

Interests

  • Christy and I have four children - Davis, Isaac, Nora and Leela. My wife was born and raised in Henderson, KY and is also a Certified Financial Planner and is an instructor at our local YMCA. I was raised in Newburgh, IN where my parents, brother, nieces and nephews still reside.
  • I have a tremendous love and appreciate for the outdoors. Combining my passions of family, fitness and outdoors are part of my ideal day. I have a curious mind and love reading all types of books. You can usually find me with a book or two going at all times.
  • We are active members of Newburgh United Methodist Church.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, Diamond Ring Award winner 2020