Core Philosophy
Effectiveness of an advisor is limited by the depth of the team that surrounds them. Therefore, when meeting with a client, I attempt to surround myself with a team of professionals who bring their own individual expertise to each unique situation.
PROFESSIONAL EXPERIENCE
Years of experience in the financial service industry
27
Years in private banking working exclusively with affluent clientele
17
Years in formerly licensed in marketable securities
10
Locally Committed:
Grace Christian Church, Board Member & Finance Committee; Bluegrass Chapter of the American Red Cross, Board Member (former).
EDUCATION
University of Kentucky (B.A.)
1991
NASD Securities License (former)
Life & Health Insurance License (former)
Life Underwriter Training Council Fellow (LUTCF)
