I have been in the financial planning industry for over 10 years.
My previous 30 years as a real estate broker and auctioneer helps me recommend real estate-related investments and understand the vital role real estate plays in helping to meet clients’ financial needs. My experience sets the foundation for my work as a financial advisor.
My attention to detail, listening skills, and empathy are symbols of my appreciation for my clients. I work hard to support my clients’ dreams while helping to protect their financial future. My professionalism has helped me build long-term relationships with my growing client base while providing excellent
I received my Bachelor’s degree in finance with a financial planning emphasis and associate’s degree in real estate from Western Kentucky University. My focus is on retirees, real estate brokers, auctioneers, agents, attorneys, and CPAs. I use my experience and knowledge to help clients meet their financial objectives by providing financial solutions, including 1031 exchange programs.
I am happily married to my lovely wife, Leigh Anne, and we have two adult children, four grandchildren, and six great-grandchildren. My love of family is almost equal to my love of golf and Kentucky basketball.