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Here to act in your best interests
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
Phoenix - Virtual Advisors
4742 N. 24th Street
Phoenix, AZ 85016
3592-101 Springhurst Blvd.
Louisville, KY 40241
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 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 insight as well as our client service associates who can provide you with additional resources and support.