Core Philosophy
I am passionate about my commitment and service to our clients, and strive for them to receive an exceptional customer experience.
PROFESSIONAL EXPERIENCE
Years in the financial services industry
13
Years in wealth management
11
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
EDUCATION
Campbellsville University (B.S. in Business Administration)
2004
Cannon Trust School (Certified Trust & Financial Advisor designation)
2011
National Social Security Association (National Social Security Advisor certification)
2018
