Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Investments
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Income Strategies

Qualifications

  • FINRA Series 7 and Series 66 licensed

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

We are members of Living Hope Baptist Church. We enjoy ourchurch family and serving people through the many community outreach programs initiated by our church. Our girls serve in the nursery each Sunday. I have a personal goal of going on a mission trip with each of our children before they graduate high school… stay tuned for updates.

  • South Warren High School Marching Band
  • Rich Pond Elementary School
  • Bowling Green Area Chamber of Commerce

Interests

I am happily married to Emily Gray and we have three teenagers – Megan, Kathryn and Will. We stay busy with their activities; we are very active in the South Warren bandboosters and Emily leads the Academic Team at Rich Pond Elementary. Although our schedule gets hectic, we love every second of it. When I am not running crazy with the kids, I like to cook, enjoy going to the lake and being active within our church.