A CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 24 years of industry experience, I have dedicated my practice to helping individuals, families and business owners pursue their personal vision of financial success. 

I have a passion for education and enjoy working with clients who are engaged, open to learning and would like to understand our comprehensive process. During our initial conversations, my team and I will take the time to get to know you, your family and your financial wish list.

Once I have a clear, current snapshot, I’ll map out the disconnects and gaps based on where you stand today and where you’re looking to go in the future. Utilizing the CFP financial planning practice standards, I will then create a short and long-term game plan tailored to work toward your goals and dreams. 

Whether you are an executive at a thriving company and require assistance analyzing stock options or you are looking to maintain your income and lifestyle throughout retirement, I specialize in the following areas:

• Retirement Planning

• Business Owner Planning

• Estate Planning

• Investment & Asset Management

• Wealth Transfer

• Insurance Consulting

• Family Office Services

• Education Funding

After successfully demonstrating the skills, knowledge and experience necessary to use the financial planning process to serve the needs of individuals, families and businesses, I earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification (CFP®). As a CFP®, I have pledged to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with clients. I also earned the Accredited Investment Fiduciary® (AIF®) designation which empowers investment professionals with the fiduciary knowledge and tools needed to serve my clients’ best interests while successfully growing my business. I graduated from Transylvania University with degrees in Finance and Management.

I live in Louisville with my wife Tracey and our three children Ally, Tyler and Holt. In my spare time, I enjoy hiking, golfing and cooking.