Advisor profile


My approach

I've got deep roots in Lexington. I value family, friends and community. For me, financial planning means helping my neighbors retire without worry. It means local kids have every chance to reach their dreams. Building a stronger Kentucky is the thread that connects the work I do as an advisor. I'm proud of where I am from and try to make it better every day.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Investments
  • Saving for Education
  • Charitable Giving
  • Retirement Income Strategies
21
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • 1998 Graduate of Georgia Institute of Technology with Bachelor in Civil Engineering

Community participation

Treasurer, Paul Laurence Dunbar Girls Lacrosse

Ronald McDonald House in Lexington, KY during Ameriprise National Day of Service in June.

Salvation Army bell ringing at the Beaumont Kroger in Lexington, KY every winter.

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2017, 2019 & 2020