I rarely tell people I'm a financial advisor. What do I say instead?
I'm the guy that finds out what's most important to you and makes it a priority in our working relationship. We often communicate with one another from behind a keyboard, but I want to have that quality time learning how I can best help you meet your financial goals.
I went to Eastern Kentucky University and worked at a local bank during that time. I also come from an area where retirement planning wasn't an option according to most people there. I made it a point to be an educator so that people could change their mindsets and live a more comfortable retirement, however that looks for them.
My wife, daughter, son and I live in Lexington now and have for close to 12 years. This is our home. We attend Southland Christian Church and are actively involved in a lot of activities that revolve around making sure children in our community feel loved; whether it's getting a backpack of food for the weekend or making sure they get that toy on Christmas morning.
Lots of people hear that they need to speak with a financial advisor, but don't really know what that looks like. I'd love to show you how working with a financial advisor who has an established process can help you meet those goals. I want to stay with you every step of the way to help make sure you stay on track and help make sure your family is taken care of in case of the unexpected as well.
I'm a big fan of coffee! Let me know when we can grab a cup and talk about what's important to you.
- Retirement Income Strategies
- Special Needs Financial Considerations
- Intergenerational Planning
- Estate & Legacy Strategies
- Insurance & Annuities
- Charitable Giving
My Personal Interests
- Animal Rescue
Office AddressBeaumont Centre
3061 Fieldstone Way Ste 1100
Lexington, KY 40513 opens in a new window
Phone NumberCasey A Bright at (859) 296-0868
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