It has always been very important to me that the advisors of this firm keep their client’s interest first. I believe in maintaining a high degree of integrity at all times, setting the standard for Kentucky Planning Partners trusted relationships.
Kentucky Planning Partners is an Investment Planning and Wealth Management firm that offers services very much needed in today’s environment. It is my focus to lead this organization's success by measuring and constantly striving to improve the overall satisfaction of our clientele. Whether it involves written financial planning, fee-based wealth management, life insurance or 401(k) management for corporations, it is my philosophy to take care of you, our life-long trusted client.
Formal Education & Experience
Bachelor's of Arts Degree in History – Southern Methodist University, 1989
Series 06,07,24,26, and 63 registrations held with LPL Financial
Series 65 held with KPP Advisory Services
Registered for Securities in the following states:AK, AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, MI, ME, MN, MO, MS, NC, NY, OH, OK, PA, PR, SC, TN, TX, VA, VT, WI.
Registered as IAR in the following states:
KY, LA, TX
Life and Health licenses in KY, IN, KS, NC, TX, OH, MI.
Registered Representative and Agent for The Equitable Life Insurance Company-Dallas, TX.-1989-1993
District Manager with The Equitable (now known as AXA Advisors)-Atlanta, GA-1993-2000
Branch Manager with AXA Advisors - St. Louis, MO. 2001
Branch Manager with AXA Advisors -Louisville, KY-2002-2005
Senior Managing Associate –New England Financial (DBA Kentucky Planning Partners)-Louisville, KY 2005-2006
Founder and CEO–Kentucky Planning Partners, LLC-Louisville, KY-2005-Present
CFP® - Certified Financial Planner™ Practitioner
CLTC® – Certified in Long Term Care
Financial Planning Association of Kentuckiana (FPAKY) / Board of Directors, 2015
Board of Directors – Junior Achievement of Kentuckiana, 2002-2010
Board of Directors – Owl Creek Country Club, Membership Chairman, 2005-2010
Anchorage Civic Club- Board of Directors, 2015 President Elect
Founder – Louisville Concours d’ Elegance, FBO Kosair Children’s Hospital Foundation 2007-2012
Founder – Anchorage Dog Show, FBO Bellwood Presbyterian Home for Children
Anchorage Presbyterian Church member
President-Anchorage Civic Club 2016
I have been married for 25 years to my wife Lorie and have two children, Ellie, age 21 and Robby, age 18. I enjoy spending time with my family and friends, playing golf and tennis, and I enjoy racing my Vintage Alfa Romeo & Datsun race cars.