Overview

While I continue to grow my practice organically, I'm also interested in acquiring books of business from advisors in or near Bowling Green, KY who may be exiting the industry for retirement or other reasons.

My practice is centered around the client's needs and primarily fee based. Each client relationship is built on a foundation of goal-oriented planning before recommendations on asset allocation, estate planning, risk management or debt strategies are made. I'm affiliated with the independent channel of a national broker-dealer allowing me to utilize the best investment and technological resources available.

In addition to my "on-the-job" experience my background includes five years in bank management, an MBA, and CIMA certification.

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