I have always looked for ways to help people. For some, this looks different, but for me, it was helping them achieve their financial goals. I was blessed to start helping people here in Stanford, KY as an Edward Jones financial advisor in 2001. Nineteen years later, this close-knit community is where I am raising my children and making a difference in my clients' lives.

Prior to Edward Jones, I attended UK and graduated in '97 with a bachelor's in finance and marketing (Go Cats!). The following year, I received my master's from WKU.

Edward Jones has given me many opportunities over the years. In 2007, I became a limited partner of the firm. Then in 2012, I received the CFP® professional designation. Most recently, I was invited to the Financial Advisors Leaders Conference for 2018 and 2019. In my region, I am the client solutions leader. This role allows me to assist financial advisors on how to build and deepen their relationships with their own clients.

During my time in Stanford, I have found I am able to help our community by participating in local groups who, like myself, make it their goal to help others. I am a member of the Lions Club, Rotary Club, Lincoln County Chamber of Commerce, Fort Logan Hospital Board and Ephraim McDowell Finance Board.

In my leisure time, you'll find me spending time with my wife and our twins. I also enjoy hunting, fishing and fixing up my old cars.

At the office, I am joined by my partners, Lisa Gillem and Ashley Cooper. Both women have the same passion for helping our clients as I do. We enjoy working with clients, listening to their concerns and celebrating their milestones. In every aspect of their lives, we give our best selves in assisting them.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Fishing
  • Hunting
  • Vintage Cars

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

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