Our team delivers comprehensive financial planning, wealth management, risk assessment and other services for the benefit of our clients. We have a business model that strives to " deliver on our promise" of giving top notch service.
My role on the team is to assist our clients with a personalized, comprehensive, needs-based financial strategy designed with the goal of protecting their assets, while at the same time making sure they are properly diversifying their portfolio. I also specialize in income distribution strategies.
Formal Education & Experience
Master of Science Degree in Safety and Health Engineering – Murray State University, 1990
Bachelor of Science Degree in Secondary Education – Murray State University, 1990
Associate of Science Degree in Industrial Design – Murray State University, 1989
Series 7, 24, and 66 registrations held with LPL Financial
Series 65 license held with KPP Advisory Services
Registered for Securities in the following states:
AK, AL, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, NC, NH, NY, OH, OK, PA, SC, TN, TX, VA, VT, WI.
Life and Health licenses in KY, IN, FL, KS, MI, NC, TN, OH, TX.
Registered as IAR in the following states:
Areas of experience include: Small Business Succession Planning, Retirement Planning and Qualified Plan Distribution Options, Financial Needs Analysis, and Asset Allocation and Investment Management
Founder and Senior Vice President- Kentucky Planning Partners, LLC 1/2007
CLTC® - Certified in Long Term Care
Indiana LTC Partnership Program Trainer
Supports Bellewood Presbyterian Homes for Children, Humane Society, and Cerebral Palsy Foundation.
I have a son, Ross, age 20 and a daughter Shelby, age 22. I enjoy spending time with my family and friends, bowling, and attending University of Louisville Basketball and Cincinnati Bengals games.