Primary Responsibilities:
- Consults with clients on investment policy design, portfolio construction, market conditions, and spending policies in concurrence with WealthSouth’s personalized financial planning strategy.
- Execution of portfolio and ongoing investment management of private individuals, non-profit, employee benefit plans and corporate investment relationships.
- Asset class, asset category, asset type, individual security and manager selection.
Contact Info
Portfolio Manager
270-783-3092
Core Philosophy:
Effective portfolio management is about more than earning returns – it’s about balancing priorities. By focusing on risk management, tax efficiency, and liquidity, I strive to create tailored solutions that align with each client’s objectives. My goal is to make thoughtful, informed decisions that provide long-term value while remaining responsive to changing client needs and market conditions.
Western Kentucky University, Summa Cum Laude (B.S. in Accounting)
Western Kentucky University, Summa Cum Laude (Master of Accountancy & Data Analysis)
