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
