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Wealth Management Danville Kentucky


Years in the financial services industry
Years in wealth management

Locally Committed:

Bluegrass Community & Technical College Foundation Board, Board Member; BCTC Foundation Finance Committee, Committee Member; BCTC Danville Campus Regional Opportunity Council, Council Member; Farmers National Bank United Way Committee, Committee Member


Campbellsville University (B.S. in Business Administration)
Cannon Trust School (Certified Trust & Financial Advisor designation)
National Social Security Association (National Social Security Advisor certification)


Contact Info

Vice President, Trust Officer

Primary Responsibilities:

  • Provides assessment and consultation of trust clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives through WealthSouth’spersonalized financial and estate planning process.
  • Manages a portfolio of trust, agency, IRA & estate accounts and develops business relationships with clients.
  • Evaluates and makes distributions (mandatory & discretionary) in line with trust’s purpose and goals.
  • Collaborates frequently with WealthSouth’s Chief Investment Officer regarding investment portfolio.
  • Client liaison in working with attorneys, CPAs and other necessary parties to fulfill trust and estate plans.


Core Philosophy

I am passionate about my commitment and service to our clients, and strive for them to receive an exceptional customer experience.


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