I am dedicated to helping motivated like-minded individuals and families make informed decisions with their money. I focus on providing prescribed financial advice through comprehensive financial planning.
I believe that my advice should be tailored to your specific goals, risk tolerance, and overall situation. Whether I’m helping you create a plan for education savings, saving for your own retirement, creating a distribution strategy during retirement, or helping you create a legacy for your heirs, my mission is to make your goals a reality with prescribed ongoing planning.
When I’m not talking about personal finance, you can find me coaching soccer for Kentucky’s Olympic Development Program, watching my favorite sports teams with friends and family, or competing against those same friends and family in strategy games like Catan.
I hold the SIE, Series 6, Series 63, Series 65, Series 7, and life and health insurance licenses and am a CERTIFIED FINANCIAL PLANNER™ Professional.