Since becoming an advisor with Edward Jones over 22 years ago, I have enjoyed developing close personal relationships with my clients, understanding their desire to educate their children, achieve their dreams for retirement, manage an inheritance, make their savings last through retirement or make sure their wealth is passed efficiently to their family. We create tailored solutions to solve your financial needs, helping you make good financial decisions based on facts and history even in difficult circumstances.

I hold the CERTIFIED FINANCIAL PLANNER™ certification and Accredited Asset Management Specialist™ designation along with majors in accounting and marketing from the University of Kentucky. I have learned the importance of investing my time to understand what is important to you before investing your money by using an established process to build personalized strategies to help you achieve your unique goals. Over time we will partner together, with your CPA and attorney, throughout your life to help keep you on track.

My partners are Kim Ward, who began her career at Edward Jones in 2004, and Sharon McCoy, who began her career in 2008. Both Kim and Sharon share my commitment to creating an exceptional client experience and view our clients as family. We value the in-depth relationships we have established over the years. Together, we combine for more than 56 years of experience helping clients achieve their goals.

I receive great satisfaction working to fund scholarships for local high school students through the Hart County Scholarship Alliance and supporting other important needs in our community. I am proud to serve on various committees and boards to help improve our community and the life of our neighbors.

In my free time, I raise sheep and Morgan horses on the farm where I was raised. It was there that I learned the value of hard work, dedication and resilience. My dogs, sheep and horses bring tremendous joy to my life. Sports have always been a major interest in my life. Currently, I enjoy playing pickle ball with a wide range of friends in the surrounding area.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Farming
  • Gardening
  • Outdoor Enthusiast
  • Active Lifestyle
  • Cooking

Office Information

Mailing Address

P O Box 261 Munfordville, KY 42765

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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