Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Wealth Preservation Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Education

  • Canterbury University Bachelor in Business Administration in Finance

Previous experience

  • Financial Advisor, Bank of America Merrill Lynch, 2009-2018
  • Financial Advisor, Wachovia Securities, 2008-2009
  • Financial Advisor, A.G. Edwards, 2000-2008
  • Financial Advisor, J. C. Bradford, 1999-2000
  • Product Manager, Commodity Grain Merchandiser Archer Daniels Midland, 1986-1999

Community participation

Family sponsor of the Main Street Beer Booth at the St. Joe's Orphanage Picnic for the last 7 years.

Participating member of the Son's of the American Revolution through 3 great grandfathers.

Member of the First Families of Kentucky through a great grandfather that was at Fort Boonesborough.

Interests

Love music of just about every genre, in fact I have several 1000 songs downloaded on to my phone.

I've been a golfer for as long as I can remember. My grandfather was one of the five charter members of the Oldham County Country Club that was founded the year I was born.

Shooting sporting clays and trap.

What I would call a seasoned amateur genealogist. I've done some work for client's curious of their ancestors.

Avid, and maybe even called rabid, boater, on our Sea Ray.

Tottenham Hotspur fan (my mother was a Brit).

BBN

And last but never least, my extended family (related or not).