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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Family Finances

Education

  • BS Bachelor of Science - Murray State University- Murray, KY

Awards & recognition

  • Compass Financial Group, Forbes Best-in-State Wealth Management Teams, 2023

Honored to be recognized in Forbes

I’m excited to share that Compass Financial Gorup has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

Christian Fellowship Church- Member and Volunteer

Boy Scouts of America- Den Leader and Volunteer

Interests

I was born and raised in Newburgh, met my wife in college, and moved 10 times before settling back in Newburgh to raise our family. Michelle and I have two boys and one girl. Our family seeks every opportunity to witness God's glory, whether it be counting layers of color at sunset over the mountains in Virginia or laughing and breaking bread with a neighbor. Together we are passionate about the outdoors, especially backpacking on the Appalachian Trail. In the evenings when things quiet down, I'm usually found sitting on the couch next to Parker, our German Shorthaired Pointer.

My photos

1 albums
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