Growing up with a father who is a small-business owner taught me the importance of a hard-work ethic and integrity. It also showed me that life is going to throw us some curveballs and things are going to happen unexpectedly, but when that happens, it is important to adjust accordingly and keep moving forward. The same can be said when it comes to working toward our financial goals – that is why I am dedicated to partnering with investors to help them plan and adjust as we work toward their goals together.

Building relationships with my clients is key. I understand that everyone's financial situation and goals are different. That is why I want to understand what is important to you along with the goals that you're working toward and the level of risk you're comfortable accepting when investing. Once that is established, we can partner together and implement a specific strategy to help you accomplish them.

From individuals to families to businesses, we can work together to develop specific strategies and help monitor your progress along the way. Whether your goal is retirement, saving for college or preparing for the unexpected – allow me to be the resource that partners with you.

My goal is simple – to be a generational financial advisor who helps enrich the lives of current and future generations.

My wife and I are originally from Michigan, but decided to make the move and call Kentucky our home in January of 2020. My wife is a teacher in Oldham County, and we are both passionate about serving the community around us.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Portfolio Reviews
  • College Savings

My Personal Interests

  • Sports Enthusiast
  • Camping
  • Backpacking
  • Fishing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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