I've been in the financial services industry for over 40 years, and throughout my career, my focus has always been on helping individuals, families, and small business owners build confidence in their financial future. I hold my Series 7, 24, and 63 registrations, along with my Kentucky Health and Life licenses. I've also earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations—credentials that reflect my commitment to advanced knowledge and professional excellence.
Over the decades, I’ve seen firsthand how important it is to look at the complete financial picture. I firmly believe in making sure each area of your financial life is addressed and working together. From investment strategies and retirement planning to risk management, estate considerations, and insurance protection, I’m thorough by design. My goal is to ensure there are no gaps and that each piece of your plan supports the others.
I take pride in building long-lasting relationships. Trust is earned over time, and I work hard to provide thoughtful guidance, steady leadership, and clear communication through every market cycle.
Outside of work, I’m a big believer in enjoying life’s experiences. I love attending concerts and sporting events—there's nothing quite like the energy of a live crowd. I’m also a proud fan of the University of Kentucky and enjoy cheering on the Cats every chance I get.