EDUCATION
University of Kentucky (M.S. Finance)
2024
Eastern Kentucky University (B.S. Statistics)
2022
Contact Info
Investment Management Associate
(859) 523-2604
Core Philosophy
I believe clear communication is the key to strong client relationships. I prioritize working as a team to promote transparency and create an ideal environment for reaching each client’s goals. I strive to represent clients any way I can to personalize their financial situation to meet their goals through each step of their lives
Primary Responsibilities:
- Service accounts in a multi-purpose approach across portfolio management, financial planning, and trust administration.
- Facilitate the correspondence, follow up, and documentation of regulatory letters, investment policy statements, and financial plan information collection.
- Execute investment strategies within established investment policy guidelines.
