My Mission
Client Centered Approach
At the heart of my practice is a client-centered approach. I believe in building lasting relationships with clients based on trust, integrity, and transparency, by taking the time to understand each client's financial situation, goals, and risk tolerance. Throughout my career of over 30 years, I have been committed to professionalism and the highest standard of care. I have a God-honoring focus toward service and trustworthiness. I was honored to be awarded membership into the Who’s Who of American Colleges and Universities. Besides being a Branch Manager and Wealth Consultant with LPL Financial, I am also a SmartVestor Pro with Ramsey Solutions.
My Personal History
Beyond my professional endeavors, I am passionate about giving back to the community. I have been an active member of Southeast Christian Church in Louisville, Kentucky and have served as the leader of The Sunday Connection Weekend Group for over ten years. I have coached varsity men’s tennis at Christian Academy of Louisville and have coached a girls’ state champion fast-pitch softball team. When I am not working, I enjoy spending time with my wife and caring for my two-year old grandson. I am a director of my community homeowners’ association with a focus on landscape and gardening. I enjoy playing bridge and golf when time permits. I am also a member of the Phi Kappa Psi Fraternity.