Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Charitable Giving
  • Cash Flow Management Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPS® Chartered Retirement Plans Specialist℠

Education

  • Bachelors Degree in Finance, University of Louisville, Louisville, KY

Interests

Away from the office you will most times find me spending time with my son and also giving back to the community in my Board or volunteer efforts.My son, Camden, is a nationally ranked and competitive golfer with goals and aspirations that include playing in college and then on the PGA Tour. With this passion comes a lot of my spare time spent either practicing and playing with him or watching him play tournament golf.
I also enjoy traveling to new destinations to enjoy the culture, fishing, auto racing, or home projects.

Community participation

“I have really enjoyed doing this in two separate ways.

From a more formal standpoint, I have dedicated my time and passion to the following Board of Directors or Executive Committees:

Currently:

Orlando Blessings in a Backpack - Board of Directors

Previously:

Kentucky Harvest

Blessings in a Backpack

CASA (Court Appointed Special Advocates)

American Cancer Society

Louisville Employee Benefits Council

On a less formal basis, I have enjoyed taking time for my son and I to volunteer time to be actively involved with different events or daily operations for these same organizations.