With over 20 years of experience in the financial services industry, I help coach and guide families and individuals through the complexities of financial and investment planning. I construct, develop and explain various investment strategies, then help my clients execute their preferred investment strategy in pursuit of their long-term goals.

Born and raised in Kentucky, I graduated from Thomas More University with a BA in Business with an emphasis on Finance. When not helping families pursue their dreams, I can be found spending time with my wife Erica and three children.