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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Investments
  • Saving for Education

Education

  • University of Louisville Bachelor of Arts History
  • University of Louisville Master of Arts US History
  • University of Louisville Master of Teaching

Interests

I am a musician. I have played in an "original" band called Big Wheel and currently play in a "cover" band called This, That, & the Other. I play softball, basketball, and cycle. During free time, you may catch me spending time with my wife Jennifer and my children, Faye and Wilson. Jennifer is a teacher in JCPS where i also taught for 18 years.