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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Executive Compensation and Benefit Strategies

Qualifications

  • General Securities Representative, Series 7, 1996
  • Uniform Investment Adviser Law, Series 65, 1999
  • Uniform Securities Agent State Law, Series 63, 1996
  • Health & Life Insurance License, KY Dept of Ins., 1999
  • Variable Life and Annuities License KY Dept of Ins., 2001

Awards & recognition

  • Stone & Kicklighter Planning Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024

Previous experience

  • J.J.B. Hilliard, W.L. Lyons, LLC, Financial Advisor, Vice President, 2003-2017
  • UBS Financial Services, Inc., Financial Advisor, 2000-2003
  • J.C. Bradford & Co., Financial Advisor, 1996-2000

Community participation

Christ Church United Methodist Church

Mission Trips to Uganda, Nigeria

Chancel Choir Member

Interests

Family--3 sons, 3 daughter-in-laws, 3 grandsons, and a granddaughter

I am an avid Pianist

Watercolor Painting

Hiking through the Red River Gorge