What is a client?
I believe that our clients are the most important people in this office, in person, on the telephone, or by email.
I believe that our clients are not an interruption of our work, rather the purpose of it.
We are not doing our clients a favor by serving them. They are doing us a favor by giving us the opportunity to serve them.
Our clients are the people who bring us their wants, dreams, and goals. It is our responsibility to help them pursue their greatest success and satisfaction.
Education and Experience
Kentucky Country Day School, 1975
Bachelor of Science in Commerce; University of Louisville, 1981
Bachelor of Science in Economics; University of Louisville, 1981
CFP, College for Financial Planning; Denver, Co. 1984
Registered Representative with Stifel Nicolaus, may 1981-July1985
Registered Representative and Partner with J.C. Bradford & Co.; August 1985-October 1999
Sr. VP, Partner in charge and founder of Porter Tafel Trimpe Investment Consulting Firm of Wells Fargo Advisors and its predecessors; November 1999-November 2017.
Series 07,09,10, and 63 held with LPL Financial
Series 65 held with KPP Advisory Services
Registered for Securities in the following states:
CA, DC, FL, GA, IN, KY, MD, MO, OH, PA, SC, VA, WI.
Registered as IAR in the following states:
Adjunct Professor for the College of Financial Planning; September 1985-1988
President of the Kentucky and Indiana Chapter of the Society of Certified Financial Planners; 1994-1995
Board of Directors, The Ohio Valley of the March of Dimes; 1983-2010
Alumni Board of Adivisors, University of Louisville School of Business; 2011-2013
Member, Institute of Certified Financial Planners;1983-present
AACA, Antique Automobile Club of America, Life Member
Sara and I have just celebrated our 30th year of marriage and have one daughter and two grandchildren. I love life, and have manay interests; literature, golf, arts, music, piano, travel, garden, food, wine, history and archeology, board member of several community initiatives, tennis (after a 35 year layoff), the Louisville Boat Club, hiking, canoeing, astronomy, photography, scuba diving, and antique automobiles and motorcyles.