As a CERTIFIED FINANCIAL PLANNERTM practitioner with Kentucky Planning Partners, my role is to help clients manage their financial resources today so they can live the life they want tomorrow. Dedicated to the highest ethical standards, I seek to provide quality advice and superior service. My promise is to keep things simple and easy to understand.
My job is to bring all areas of your financial life together into an actionable financial plan. This plan will identify where you are financially today, where you want to be in the future, and how we strive to get you there. Feel free to call me anytime to discuss your financial future.
As a Dave Ramsey SmartVestor Pro, I have a true passion for educating and advising people in pursuing their financial goals.
The SmartVestor Program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Kentucky Planning Partners or LPL.
Formal Education and Experience:
Master of Business Administration, Indiana University Southeast, 2002
Bachelor of Science, Marketing and Information Systems, University of Indianapolis, 1997
Life and Health license in KY, IN, and OH.
Series 7 and 66 registrations held with LPL Financial.
Series 66 registration also held with KPP Advisory Services
Registered for Securities in the following states:
IN, KY, OH
Registered as IAR in the following states:
IN, KY, OH
Wells Fargo Advisors Louisville, KY 2013-2014
Morgan Stanley Wealth Management Louisville, KY 2011-2013
Charlie Wilsons Appliance Louisville, KY 1997-2009
CRPS® – Certified Retirement Plans Specialist, College for Financial Planning
In my spare time, I enjoy golfing, fishing, BBQing, and spending time with my wife. Amy and I have been married for ten years and we both enjoy working around our home and traveling.