Core Philosophy
My core philosophy as a Portfolio Manager lies in developing a relationship with our clients so that I fully understand their goals for the future. This relationship and understanding paves the way for open communication as we construct a portfolio that is designed to meet those goals while mitigating risk along the way. Many people think managing money solely revolves around numbers but to manage money successfully, one must not forget the human element of relationships and communication that is so crucial in that success.
PROFESSIONAL EXPERIENCE
Years of experience in the financial industry
27
Years in wealth management
22
Locally Committed:
Lexington Hearing and Speech Center, Vice Chair; Junior Achievement of the Bluegrass, volunteer; Habitat for Humanity, volunteer; Junior League of Lexington Sustaining member; God’s Pantry, volunteer; Christ the King, parishioner.
EDUCATION
Miami University (B.S. in Accounting)
1992
University of Kentucky (MBA with concentration in Finance, Real Estate and Banking)
2002
