Investment Advisor Representative
Much of my experience is educating clients and employees regarding how money works and how to make it work for them. I believe my role is to help my clients begin with the end in mind and to truly understand their investments choices and how these choices help them pursue their goals.
Education and Experience
University of Virginia, BA Economics -- 1983
Webster University MA Human Resource Management -- 2008
KPP -- 2020
First Savings Bank, VP Employee Development -- 2013-2020
McCann Erickson, Director of Human Resources -- 2004-2011
Performance Resources, LLC, Owner -- 1996-2001
Bank One, AVP, Employee Training and Development -- 1994-1996
Nationsbanc Mortgage Corp -- 1992-1994
Bank of Louisville, Branch Manger -AVP Training and Development -- 1985-1992
Licenses and Certificates
7 Habits of Highly Effective People Covey Learning Center
Series 7 held through LPL Financial.
Series 66 Held through KPP Advisory Services LLC.