Investment Advisor Representative
Patience is a virtue.
Discovering how to be a long-term thinker in a short-term world is a challenging task these days. Instant gratification tends to be the norm. As applied to finances, we’ve all heard the stories of the quick financial successes of others but seldom do we hear, in my opinion, from the “real winners” in the background; those playing the long game.
At KPP, we approach financial planning by "measuring twice and cutting once." We work patiently, diligently and proactively to address your unique circumstances and opportunities. Our ultimate goal is to have our clients back and allow them to feel as though we are their partner in their financial decisions.
KPP has one interest - the best interest of you.
Bachelor's of Art’s in Music- Western Kentucky University, 2011
Series 07 and 63 held with LPL Financial
Series 65 license held with KPP Advisory Services
Registered for Securities in the following states: KY, TN
Registered as IAR in the following states: KY, TN
Decade ownership of Veritas Financial Solutions, LLC - an independent insurance agency.
Life and Health Insurance Licensed in KY, TN, IL, OH, FL, CO
Society of Financial Services Professionals
Teaching Finance for the Diocese of Owensboro - PreCana and ReMarriage
Member of Holy Spirit Catholic Church
WKU Alumni Association
Former Alumni and Volunteer Corp President of KY Delta Sigma Phi Epsilon Fraternity 2014-2021
I found my better half, Katy, in 2012. We enjoy traveling, cooking, lake days, and spending time with friends and family. I pass a considerable amount of time on self-improvement through exercise (Peloton - ABC_KY) and reading. Outside of that, I try to work on my, currently pathetic, golf game.