Focus: Insurance Strategies, Investment Strategies
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
I have enjoyed an exciting career in financial services since graduating from Transylvania University with a Bachelor of Science degree in Accounting. I hold a Chartered Life Underwriter (CLU, 2010) and a Chartered Financial Consultant (ChFC, 2012) designation from The American College, as well as an Accredited Investment Fiduciary (AIF, 2018) designation. I have built my practice on two core values: loyalty and quality. During my career, I have received awards from Massachusetts Mutual Life Insurance Company (MassMutual) as a “Leader’s Qualifier” (2011-2018), and I have been a perinneal qualifier for the Million Dollar Round Table since 2007 as well as a Court of the Table Qualifier from 2014-2017, and achieved Top of the Table in 2018.
I am dedicated to constant learning in order to stay at the forefront of the ever-changing financial landscape. I have a passion for uncovering new opportunities for clients and helping them to avoid financial mistakes so that they can enjoy their lives free from financial worry.
As a native of Central Kentucky, I possess a deep appreciation for this area. I’m a frequent speaker for the Lexington Chamber of Commerce, Baptist Health Systems, Pikeville Medical Center and the University of Kentucky. In my free time I enjoy cooking, music, and spending time with my wife and three girls.
Check the background of this investment professional on FINRA’s BrokerCheck
2365 Harrodsburg Rd, Suite A 300
Lexington, KY 40504