Focus Areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies

Personal Interests

  • Spending Time with Family
  • Traveling
  • Horseback Riding
  • Reading
  • Hiking

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 05:00PM
Tuesday 08:30AM - 05:00PM
Wednesday 08:30AM - 05:00PM
Thursday 08:30AM - 05:00PM
Friday 08:30AM - 04:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(888) 305-7381

Branch Team

  • Traci Wilson
    Branch Office Administrator

Office Address

1060 Chinoe Rd Suite 136
Lexington, KY 40502
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