At my first job, the HR representative handed me the 401(k) enrollment forms to complete but gave no advice on what I should do. That experience made me realize that many people do not have a relationship with a financial professional that they trust. I became an advisor to help in setting and reaching my clients' financial goals.
I work with people who are currently employed and accumulating wealth, those who are retired who want to make sure their money lasts as long as they do, and clients that want to efficiently pass their wealth on to their family. As a financial advisor, I invest time in understanding what is important to you before you invest your money. Meeting regularly, I use an established process to build personalized strategies to help you achieve your goals. We will partner together – with you, your CPA, attorney and others – throughout your life, to help keep you on track.
I began my Edward Jones career in 2005. I currently serve the firm as regional leader of nearly 70 branches in central Kentucky. I was invited to become a limited partner with the firm in 2014 and a general partner in 2021.
I earned a bachelor’s degree in business administration from Georgetown College. In addition, to better serve my clients, I received the AAMS™ designation from the College for Financial Planning® in 2008.
My wife, Shea, and I have two children, Ethan and Anna. I am active in the community through a variety of clubs and organizations. When I'm not serving clients or volunteering in the community, you'll find me cheering from the sidelines of my children's ballgames, watching the Kentucky Wildcats, working on our farm and occasionally traveling. I also enjoy watching movies with Ethan and Anna.
My branch office administrator, Sarah Goode, and I are dedicated to providing you with the highest level of service possible. We look forward to working with you!
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Movies & Entertainment
- Personal Fitness
Office Address760 W Main St
Lebanon, KY 40033 opens in a new window
Phone NumberAdam T Poff at (270) 692-0375
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