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Experience shows that most have underfunded goals – I work to bridge the gap between where you are and where you want to be. That reward is why my practice is geared toward building long-term relationships that help families accumulate and distribute wealth efficiently.
After learning their goals, I help clients understand the possibilities and then build a roadmap designed to pursue those goals. You'll understand the implications of actions taken or not taken and have the security of an advisor that helps mitigate the uncertainties of day-to-day life. My approach is grounded in a collaborative, ongoing advisory-based relationship. I take great pride in and find few things as rewarding as helping individuals paint a picture of how they see their retirement years and then being by their side when those pictures become reality.
Education and Experience
Bachelor of Science in Business Economics, Western Kentucky University
Series 7, 63, and 66 registrations held with LPL Financial
Series 66 license also held with KPP Advisory Services
Registered for Securities in the following states: AL, CO, FL, IN, KY, NC, TX, VA
Life and Health licenses in AL, CO, FL, IN, and KY.
Registered as IAR in the following states: AL, IN, KY, NC, TX, VA
Investment Representative for Edward Jones, 2004-2006
Financial Advisor for Merrill Lynch, Pierce, Fenner, & Smith, 2006-2009
Financial Advisor for Ameriprise Financial Services, INC, 2009-2012
Investment Advisor Representative for Kentucky Planning Partners, 2012
Civic Involvement
The Grand Lodge of Kentucky Free & Accepted Masons
Kentucky Humane Society
Bethlehem High School
Personal
I am the proud father of an amazing teenage boy, Will. I enjoy spending time with my family, running, fishing, hunting with my Chesapeake Bay Retriever, and cheering for the Chicago Cubs!