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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing

Education

  • Bachelor's Degree in Business - 1994-Auburn University - Alburn , AL

Previous experience

  • Ameriprise Financial, Louisville, KY - Financial Advisor, 2017 to Present
  • J.J.B. Hilliard, W. L. Lyons, LLC, Louisville, KY-Financial Consultant, 2008-2017
  • UBS Financial Services Inc., Louisville, KY-Financial Consultant, 1996-2008

Community participation

Currently I am on the Board of the Mahan Foundation. We work with numerous charities to benefit the young and the old in and around Oldham County. Past Board Member of the Lincoln Heritage Council and twice chaired one of their premier fund raisers, The Sporting Clays Classic. I am a big believer in supporting youth sports and promoting outdoor activities having coached numerous YMCA and school teams.

My photos

1 albums
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