Core Philosophy
Through partnership with my WealthSouth teammates, as well as professionals in the local community, we are able to assist clients in creating, understanding, and implementing a plan to meet their financial goals. My background in the legal and trust field allows me to partner with clients so that they achieve a level of comfort with current and future plans.
PROFESSIONAL EXPERIENCE
Years of experience in trust and financial services
14
Locally Committed:
Kentucky Bar Association, member; Junior Achievement of the Bluegrass, volunteer; Central Christian Church, Nominating Committee member.
EDUCATION
Georgetown College (B.A. in English and Communication Arts)
1997
University of Kentucky, College of Law (JD)
2001
Cannon Trust School (Honor Graduate)
2007
The Institute of Certified Bankers (CTFA)
2008
