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Wealth Management Lexington Kentucky


Years of experience in Institutional Services

Locally Committed:

Common Good (mentoring and spiritual development program for students in the North Limestone corridor of Lexington), Treasurer; Centenary United Methodist Church, Finance Chair; St. Joseph Hospital Foundation, Board Member; Family Counseling Services, Past President. Speaker on Nonprofit topics for Association of Fundraising Professionals and University of Kentucky Non-Profit Leadership Initiative, extensive background in planned giving solutions and donor relations.


Eastern Kentucky University (B.A. in Accounting)


Contact Info

Vice President, Institutional Investment Consultant

Primary Responsibilities:

  • Consults with clients on institutional services plan design and construction.
  • With WealthSouth’s Chief Investment Officer, meets with clients to explain philosophy, process, fund selection and strategic details.
  • Execution and ongoing management of employee benefit plans and non-profit investment management accounts.

Core Philosophy

Eliminating bias when creating solutions for clients leads to stronger relationships and achieves better overall results. This approach builds trust and increases the likelihood of our clients attaining objectives and better carrying out their mission.


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