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Live for today, but plan for tomorrow
I work at an independent financial planning firm in Louisville, KY, where I help individuals and families create comprehensive financial plans tailored to their unique goals. From investing and retirement planning to insurance and estate planning, I take a holistic, long-term approach designed to grow and protect wealth over time. By aligning client financial decisions with what matters most to them, I provide the clarity and confidence they need to live life on their terms and focus on what they love.
I earned a B.S. in Business Administration, as well as, an M.B.A from the University of Louisville. I also hold the Series 65 securities license, am a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Student Loan Professional.
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