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Wealth Management Danville Kentucky


Years of experience in the financial industry
Years in banking
Years in wealth management

Locally Committed:

FoodChain, Board Member; BEN Next Generation Learning, Finance Panel Member; I Am Third, Head Basketball Coach; Miracle League, volunteer.


Murray State University (B.S. in Business Administration)


Contact Info

Wealth Management Advisor

NMLS #1231575

Primary Responsibilities:

  • Consults with clients on investment policy design, portfolio construction, market conditions, and spending policies through WealthSouth’s personalized financial planning process.
  • Execution and ongoing management of private individuals, non-profit, employee benefit plans and corporate investment relationships.
  • Client liaison in working with attorneys, CPAs and other necessary parties.

Core Philosophy

It is imperative to be honest, passionate and empathetic with every client we work with. Each family is unique and we must pair this with a comprehensive understanding of a client’s goals and objectives. This enables our team to provide consistent, sound and holistic financial advice, that is always in a client’s best interest.


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