I have been a financial advisor since 1999 and member of the Bowling Green, KY community since 1964.

I am currently a member of the local Chamber of Commerce, Rotary International Club and the Warren County School Board, and I am a graduate of Western Kentucky University with a BS in business administration, earned in 1980.

My branch office partners are Loretta Brandon, who has been a senior branch office administrator since 2008, and Lynn Gifford, who has been a branch office administrator since 2010.

I hold the professional designation of AAMS®.

My role is to understand what is important to you, develop a strategy to help reach those goals, monitor progress to help keep you on track and partner with you throughout your lifetime working toward reaching those goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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