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 believe that my primary responsibility and objective is to manage your investments in a way that serves your best interests. I work hard to gain a deep understanding of your current situation and goals, and I recommend solutions focused on helping you achieve those goals.
PROFESSIONAL EXPERIENCE
Years of experience in financial services
$27
Years in trust and investment management
$24
Locally Committed:
The Community Foundation of South Central Kentucky, Board Member, Treasurer, and Investment Committee Chair; Bowling Green Rotary Club member; United Way of Southern Kentucky, past Investment Committee member; Leadership Bowling Green, Alumnus.
EDUCATION
Eastern Kentucky University, Cum Laude (B.B.A. with Majors in Finance and Insurance)
$1990
ABA Graduate Trust Program; Accredited Investment Fiduciary school
$1996
