I envision a future where the worst-fear of the American retiree will no longer be running out of money and am blessed to be a part of a team that shares this vision. Iron-sharpens-iron, so I have surrounded myself with a team that embodies integrity, kindness, empathy, and diverse ideas. We dedicate our lives to bridging the gap between our clients’ wealth and their life’s purpose. Our goal is by creating customized plans, every client we serve may remain focused on those things that bring them joy rather than fear.
Chuck Swindoll once said: “We are constantly surrounded by tremendous opportunities brilliantly disguised as impossible problems.” We strive to embrace every opportunity to ensure our clients realize the life that is truly life.
Formal Education and Experience
Bachelor’s of Arts Degree from Fordham University in New York City
- Major: Philosophy
- Double Minor: History and Economics
Series 7, 63, and 24 registrations held with LPL Financial
Registered for Securities in the following states: FL, KY, IL, IN, MA, MO, OH, TN,
Registered as IAR in the following states: IN, KY
Life, Health and Variable
Internal Sales Consultant for AXA Equitable Life Insurance Company: 2002-2007
Wholesaler and Regional Sales Associate for AXA Equitable Life Insurance Company: 2007 – 2011
Divisional Vice President for AIG Financial Distributors: 2011 – 2020
Financial Advisor with Kentucky Planning Partners: 2020 – Present
Professional Designations
CRPC® - Certified Retirement Planning Consultant
CRPC conferred by College for Financial Planning
Personal
I live on a farm in Crestwood, KY with my beautiful wife Michelle. She is one of the strongest, kindest and most-patient people I know. Since the day we eloped at New York City’s Town Hall in 2005 our lives have been an amazing adventure, and we are so grateful to share it with our four amazing children: Kelsey, Kip, Lexi and Payton. We enjoy spending all the time we can on our farm, outside with each other making the most of each-and-every day.