My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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30
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

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