Core Philosophy
I focus on providing our clients with guidance as they encounter the various financial needs and decisions we all do throughout our lifetimes. My goal is to understand their wants and concerns, provide some options and counsel, and help them make thoughtful and educated decisions.
PROFESSIONAL EXPERIENCE
Years of experience in the financial industry
39
Years in accounting, tax, estate planning, financial planning and investments
39
Locally Committed:
Bluegrass Community Foundation; Lexington Rotary Club; Woodford Humane Society; and founder of Comfort4Canines.
EDUCATION
University of Kentucky Honors College (B.S. in Accounting)
1978
