I use a needs-based approach for customizing solutions for clients in helping to fulfill their most cherished financial goals. In my 25+ years of experience, I have found this approach truly makes a positive impact on people's lives - Life Balanced. Invested.
Originally from Kentucky, I earned a BBA in Finance from The George Washington University, Washington, DC and a Doctor of Jurisprudence (JD) from the Chase College of Law at NKU. Upon completion of duty onboard the USS FOX (CG-33) during Operations Desert Storm & Desert Shield, I moved back to Kentucky with my wife, Bethany, and children, Mackenzie, Alexandra and Sophia.
I currently serve as Chief Executive Officer with Cornerstone Retirement Advisors and feel strongly in helping clients invest and preserve their accumulated financial assets. I am active in the community, volunteering in the following: currently serving as a board member on MSU’s Foundation Board, member of the Cincinnati Estate Planning Council, the Society of Financial Service Professionals, and Limestone Economic Development Council as President. I have served Comprehend, Inc., as Chairman of the Board and Chairman of the Property and Finance Committee; the Maysville-Mason County Chamber of Commerce as an executive board member; Treasurer of the Maysville-Mason County Tourism Board; Treasurer of CASA, and am a Kentucky Colonel, Melvin Jones Fellow in the Lions Club, a member of the Knights of Columbus, Fraternal Order of Odd Fellows, Rotary Club of Cincinnati and a sponsor of American Cancer Society, Ducks Unlimited and the Limestone Habitat for Humanity.
Raymond James is not affiliated with the above organizations and/or charitable causes.