I am a father of three and a local business owner. Being involved in the community where I raise my family is very important to me, and it is incredibly rewarding to partner with my neighbors toward their life goals. Whether you own a business or work in the tech industry, I build personalized comprehensive financial strategies tailored specifically to your unique goals.

I was privileged at a young age to build a company from the ground up and operated it successfully for ten years through its maturity. I learned many important lessons along the way, the most important being to set measurable goals, watch every nickel we made and spent, and take care of the people who worked for me.

Today, with my office located in Historic Old Town Louisville, I carry forward the same principles of partnership with my clients so that you feel in control of your financial future. I listen to understand what matters most to you; often, this is more than just investments. I believe in communicating frequently and engaging in a manner that fits you.

Outside of the office, our twin boys (9) 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
  • Wealth Strategies
  • Intergenerational Planning
  • Portfolio Reviews

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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