Working with individuals and families in my community is incredibly rewarding for me. Together, we set a path towards achieving your goals and financial security. We will partner with you as you celebrate each milestone along the way.

As an experienced financial advisor, I provide highly personalized service and help you organize and design a financial strategy that aligns with your goals, values and comfort with risk. We help you find the balance between saving for the future, having enough for your present and protecting what matters most.

When we work together you can expect:

Integrity: We put your interests first and communicate with you in a straight-forward manner every step of the way. Your personal strategy is customized to your specific goals.

Simplicity: The most successful strategy is one that is so simple and consistent that you can adhere to it faithfully in good times and bad. We’ll help remove the emotion surrounding your finances by following a disciplined, time-tested investment philosophy (Quality Investments, Long-Term Focus and Diversification).

Education: Financial education and empowerment are at our core. We will discuss your comfort with risk and your relationship with money. We help prioritize critical tasks and schedule times to meet (frequency and location are up to you) to help keep you on track.

Align Values: We help align your investments and strategy with your personal values. You know what you own and why you own it. We also help you set up charitable giving and multi-generational planning.

Outside of the office, my twin boys (10) and daughter (12) love hiking the foothills, playing soccer, riding bikes or anything where they can be outside running at full speed. I volunteer on our elementary school PTA Board and I'm a board member for the Louisville Downtown Business Association.

I look forward to partnering with you.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Employee Stock Options
  • Intergenerational Planning
  • Portfolio Reviews
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Skiing
  • Health & Nutrition

Office Information

Office Hours

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

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