Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
20
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

  • University of Kentucky, Lexington, KY - BS Mining Engineering

Interests

  • Travel
  • Boating
  • Golf

Community participation

  • Past Board Member, Hopkins County Chamber of Commerce
  • Past President, Madisonville Rotary Club
  • Past Commissioner, Hopkins County Youth Football League
  • Past Community Improvement Foundation Board Member
  • Downtown Turnaround Partnership

Professional associations

  • Financial Planning Association