Rhett uses his keen interest in the financial industry to provide direct assistance to our staff as well as to clients. His positive attitude and attention to detail allow him to serve our clients and provide a quality experience. Rhett’s goal is to provide customized quality service with every interaction to help build trusted relationships between our clients and our team.
Before joining our team in July 2022, Rhett graduated with honors from the University of Kentucky where he earned a bachelor’s degree in finance. Prior to graduation, he gained experience in the financial services industry as a branch office administrator with Edward Jones, and also completed an internship with Computer Services, Inc.
Rhett has completed his Securities Industry Essentials (SIE) certification, Series 7 and Series 66. He is participating in the Advisor Master Program. Along with continuing education, the program will develop Rhett’s technical and client-focused skills through comprehensive mentoring and education sessions.
Rhett is a lifelong resident of Paducah. When not in the office, Rhett enjoys golf, weightlifting and spending time with his family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.