Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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


  • 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

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


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