Hi. I've been working as a financial advisor since 2004, and have helped my clients set goals with regard to retirement, paying for their kids' or grandkids' college, and to just help them navigate an increasingly complex world of investments. I've married, I've got 3 great daughters, and a Goldendoodle. I love to travel, learn new things and enjoy a bourbon or good coffee.
Before I started doing all that stuff, I got a degree in Economics from the University of Kentucky ('96), where I also learned how to play rugby & quickly fell in love with the game. A few years later I went to the University of North Carolina at Chapel Hill, where I got an MBA ('03).
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.