Making a professional decision in 2017 to join the financial advisors at Cornerstone Retirement Advisors, Inc., I use my professional logistics experience in financial and business planning to optimize long term gains in performance, revenues, and profitability in helping CRA clients reach their financial goals. My background in the United States Navy - working with the defense travel system for four (4) commands, conducting quarterly audits, maintaining an operational DOD budget while assisting multi-million dollar accounts, working on cost reductions and waste elimination - helps me assist our clients with budgeting, cash flow, emergency funds and asset protection strategies as we, CRA advisors, bring our conservative approach to helping our clients increase Income.
Developing excellent analytical & problem-solving skills while in the US Navy, I use the knowledge earned from my AAMS studies to provide our clients with real-life solutions to their investments, insurance, tax, retirement, and estate planning issues and help them plan for their future. My focus is helping our clients find the right investment allocation while considering risk management strategies utilizing fixed income investments like CDs and personal pension vehicles in potentially benefitting clients further their goals of preparing for retirement, protecting and growing their assets while preserving their legacy.
I hold the AAMS® designation, Series 7 and 66 securities, as well as life & health insurance licenses. Residing in Cold Springs (Campbell), KY with my spouse, Hailey and our dog, Chocolate, I’m an active US Navy Reserve member, have been commissioned a Kentucky Colonel, am an active member of the International Order of Oddfellows, the Chamber of Commerce, and an active member of Faith Church.
Raymond James is not affiliated with the above organizations and/or charitable causes.