Effective and regular communication with my clients is my top priority. This, coupled with providing a holistic approach to overall financial preparation, is the foundation of my investment practice.

I have had the privilege and opportunity to work with individuals and their families focusing on their goals including planning for retirement, estate considerations, life insurance, education savings and healthcare concerns.

My goal for each client is to take the stress of preparing for their financial future off their shoulders so they can focus on the things that give them purpose and make them happy. Nothing inspires me more than knowing I am helping my clients live the life they want to live and doing the things they want to do.

I am a graduate of the University of Kentucky with a Bachelor of Science degree in business administration.

In my time away from advising clients, I enjoy playing golf, coaching youth baseball and spending time with my wife and three children.