Years of experience in Wealth Management and banking
18
Locally Committed:
The Community Foundation of South-Central Kentucky (past member); Western Kentucky University Young Alumni Council (past member); United Way allocations committee (past member); Leadership Bowling Green alumnus and past chairperson.
Vice President, Wealth Management Advisor
270-783-3092
Core Philosophy:
I believe that successful wealth management begins with a deep understanding of each client’s goals, values, and personal dynamics. By pairing this knowledge with a holistic financial planning approach, I strive to help clients achieve long-term success beyond investment management. My focus is on delivering empathetic, honest and enthusiastic service, ensuring that clients feel supported at every step of their financial journey.
Primary Responsibilities:
- Craft tailored financial plans that align with clients’ long-term objectives and risk tolerance.
- Focus on understanding clients’ unique circumstances, including their personal history, family dynamics and values.
- Works closely with clients on investment policy design, portfolio construction, cash flow and retirement planning, tax strategies, and estate planning.
- Primary liaison with attorneys and CPAs to ensure comprehensive financial solutions.
Western Kentucky University (B.S. Finance with a concentration in financial planning)
Western Kentucky University (MBA)
