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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Saving for Education

Qualifications

  • Graduate of The University Of Kentucky, Bachelor of Business Administration

Education

  • B.A. in Business Administration, University of Kentucky, Lexington, Kentucky

Awards & recognition

  • Five Star Wealth Manager, 2012-2022

Professional associations

  • Financial Advisor Network

Community participation

Member of the Houston Chapter of the University of Kentucky Alumni Association.

Member of St. Cuthbert Episcopal Church

Interests

  • Golf, Hiking, Tennis, Gardening, and The Outdoors