I have built my practice on two core values: loyalty and quality. I am dedicated to constant learning in order to stay at the forefront of the ever-changing financial landscape. I do my best work for clients who need help navigating all of the complex decisions that come with financial planning – which type of retirement plan to choose, how to allocate your money, how much to save, which types of insurance to implement, etc. I try to position myself as someone who can not only be an advisor to clients but a lifelong advocate, to make sure my clients don’t miss opportunities or make irreversible mistakes with their money so that they can enjoy their lives free from financial worry.
I have enjoyed an exciting career in financial services since graduating from Transylvania University with a Bachelor of Science degree in Accounting. I hold a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC) designation from The American College, as well as an Accredited Investment Fiduciary (AIF) designation.
During my career, I have received awards from Massachusetts Mutual Life Insurance Company (MassMutual) as a “Leader’s Qualifier” (2011-2020), "Blue Chip Qualifier" (2019), and I have been a perennial qualifier for the Million Dollar Round Table since 2007 as well as a Court of the Table Qualifier from 2014-2017, and achieved Top of the Table status in 2018-2020.
As a native of Central Kentucky, I possess a deep appreciation for this area. I’m a frequent speaker for the Lexington Chamber of Commerce, Baptist Health Systems, Pikeville Medical Center and the University of Kentucky. In my free time I enjoy cooking, music, fitness and spending time with my wife and three girls.