How important is it to have a caring professional looking out for you?

I know how critical financial advice can be, because I've witnessed the impact that unexpected circumstances can have on someone's lifestyle. When my parents divorced, my mother found herself unprepared and in financial hardship. Eventually, our family was able to work together to improve her situation, but walking through the struggle with her has taught me a lot about the importance of being financially prepared.

Shaped by this experience, I have helped several families prepare for both the expected and the unexpected events of their lives. Like my mother, each client has a different story and listening to that, with empathy, has helped me to serve with a greater sense of attentiveness. I believe that the protective instinct that I have for my mom still influences the way that I take care of my clients today.

Our clients can expect to walk into the office and meet with a financial advisor that they can easily communicate with as we work together to develop personalized strategies tailored to them. When they leave the office, our relationship does not end there; rather, as their life develops and changes, our financial strategies evolve as well. Staying in open communication is crucial to our client's success and is the hallmark of our branch.

I have been married for 26 years. Rachel and I have four amazing children: Alexandra (23), Deven (21), Olivia (19) and Elyssa (17). All four have been home-schooled from the beginning, and all four are caring, thoughtful and hard-working. Occasionally, they laugh at my dad-jokes.

I love our community. It is my honor to serve as president of the Laurel Community Lions Club and as a member of the London Downtown Committee. My involvement in church is very important to me. I have served in church leadership for over 25 years and am now actively involved at Central Baptist Church of Corbin.

Whether you are a business owner with complex needs, a couple working toward an ideal retirement or an individual building back from a life-changing event like my mother, we will apply our firm's process as well as my level-headed advice to your situation. Whatever the circumstances, it brings me great joy to use my gifts to make a tangible impact on the lives of my clients.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances

My Personal Interests

  • Cooking
  • Community Outreach
  • Podcasts
  • Basketball
  • Board Games

Office Information

Office Hours

Office Hours
Mon 08:30AM - 06:30PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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