Here to act in your best interests

About me

I started my career in public accounting helping clients in both the auditing and tax realms of their businesses and personal lives. Outside of personal finance, I have a strong passion for fitness and wellness.


Bachelor of Business Administration, Marshall University

Visit one of our Locations


3592-101 Springhurst Boulevard

Louisville, KY 40241

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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