Title: Financial Advisor
Credentials: Graduate of the Barrett School of Banking and holds Series 7,63 and 66 licenses. I also hold my Life, Accident and Health Insurance license as well.
Favorite Movie: All of the Marvel Series
Favorite Game: Euchre
My Role: I am blessed with the opportunity to help families achieve goals they may not have known they can reach. Working with the hard earned funds that our families have put away for their future is a huge responsibility. It’s my job to listen first and ask questions second, to understand what is important to those who have entrusted us with those assets, and to help clients meet their financial goals while understanding the options and strategies available to them.
Best Part of My Job: The best part of my job are the smiles, friendly handshakes and hugs I get each time I meet with our clients; because I know I’ve done the best I can to help them see their financial future and creating a path to keep them headed in the right direction.
Hobbies & Interests: I love to work in my shop, whether it’s building an engine or making something out of wood. My family also likes to go camping, boating, and riding in my sandrail.
Volunteer & Philanthropy: Twenty years on the Community Schools of Frankfort Board of Education, I serve on many boards of my local church as well as a past local United Way Board President and Campaign Chairman.