Investment Advisor Representative
For over 2 decades I have dedicated myself to helping my clients address their financial goals by providing insight, diversification, and comprehensive planning. My clients' financial well-being has always come first and helping them pursue their goals has been my greatest reward.
Education and Experience
B.B.A. major Investment Finance Eastern Kentucky University 1993
Quick and Reilly, Financial Advisor 1995-2003, Sales manager-1999-2003
Merrill Lynch, Financial Advisor 2003-2009
Hilliard Lyons, Financial Advisor 2009-2015
Series 4,7,9,10, and 63 registrations held with LPL Financial
Series 65 held with KPP Advisory Services
Registered for securities in the following states: AK, AZ, CA, FL, IL, IN, KY, NY, OH, OK, TN, UT
Life and Health licenses in KY and IL.
Registered as IAR in the following states: CA, FL, IL, IN, KY, OH, OK
Board Member of the American Red Cross 1999-2005
I am married to Stephanie and have a step daughter, Emily. I enjoy watching football and basketball and love playing golf and riding my motorcycle.