As a financial advisor with more than 18 years of experience, my passion is helping individuals and business owners reach their financial goals. I take a multi strategy approach to financial and retirement planning. I seek to bring investments, insurance, education, retirement, estate, and tax planning strategies into one efficient plan designed to mitigate gaps that can leave clients underprepared for what life throws at them. My goal is to ensure that your overall plan is appropriate for risk tolerance and growth objectives and efficient for diversification, preservation, and tax purposes. I earned a BBA in finance from the University of Cincinnati and hold the CRPC® (Chartered Retirement Planning Counselor) designation.
When I’m not helping clients pursue their financial goals I spend time with my wife and son either touring baseball stadiums or being involved with our church and community.
660 University Shopping Center
Richmond, KY 40475
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.