I have built my career around helping client’s define their goals and create a roadmap to help them pursue them. Drawing from my experience and knowledge, I take the client’s unique situation and help them find meaningful strategies and build a holistic plan.

A Kentucky native, I graduated from the University of Louisville with a BS in Finance. I entered my career in the financial industry over 20 years ago, concentrating in investments for the last decade. Prior to entering the financial world, I was a golf professional and I still love hitting the course. I grew up and still live in the LaGrange area with my wife, Katie, and my two young daughters.