I strive to provide clients with premier levels of personalized financial planning and related financial services. I do so with constant attention to maintaining the highest levels of integrity, objectivity, and professionalism. My experience has been that I can be of greatest value to clients by establishing an honest, open, and ongoing dialogue relating to each client’s evolving goals, concerns, and attitudes towards risks.
As a Certified Financial PlannerTM Practitioner, I follow a set process with my clients. This involves defining goals and expectations, and analyzing each client’s personal situation from the outset. I then develop and help implement strategies that best address the client’s objectives in a cost-efficient manner.
Education and Experience
B.A. Economics, Bellarmine University, 1996. J. Graham Brown Scholar
Registered for Securities in the following states:
FL, IL, IN, KY, TX
Series 7 and 63 registrations held with LPL Financial
Series 65 license held with KPP Advisory Services
Registered as IAR in the following states: KY and TX
Life, Health, and Variable license in KY.
Certified Financial Planner™ Practitioner
Financial Advisor, Kentucky Financial Group
Louisville, KY 2002 – 2012
Technical Recruiter/Sales Representative, Aerotek Contract Engineering
Louisville, KY 1997 – 2002
Financial Planning Association of Kentuckiana
My wife Christy and I have 2 beautiful, young children. We enjoy spending time with them and with family and friends. I also enjoy spending time in the great outdoors and music, including playing guitar.
President: Financial Planning Association of Kentuckiana - 2019 - Present
Investment Committee Member
Assumption High School - 2017 -2018 Member of a committee that advised Assumption High School on managing its endowment funds and employee retirement plan.
FPA of Kentuckiana - Board Member 2017 - Present