I find great joy in helping people map out their financial dreams, whether that be for retirement, college expenses, or a major purchase. Together, my clients and I design and implement comprehensive client-focused investment plans that align with their risk tolerance and time horizon. Throughout this engaging and educational process, I hope to help my clients make smarter decisions and avoid costly mistakes.
Master of Business Administration (MBA), Sullivan University, 2015
Executive Certificate in Financial Planning, Bellarmine University, 2013
Bachelor of Business Administration (BBA), Finance, University of Louisville, 2012
Series 7 and 66 registrations held with LPL Financial
Series 66 registration also held with KPP Advisory Services
Registered as an IAR in the following state: KY
Life and Health licenses in KY.
Registered for Securities in the following states:
DE, FL, IL, IN, KY, LA, MO, NY, TN, and VA.
Professional Credentials and Memberships
CFP® – CERTIFIED FINANCIAL PLANNER™ Practitioner
Financial Planning Association
Big Brothers Big Sisters
Born and raised in Louisville, Kentucky, I enjoy spending time with family & friends, traveling, golf, and cheering on my University of Louisville sports teams. My 4 year old Siberian husky, Meeko, helps to always keep a smile on my face.