Growing up in the close-knit town of Danville, Kentucky, I discovered my fascination with finance early on. In fact, I was so captivated by the stock market that I persuaded my dad to open a custodial brokerage account for me in my early teens. From those first steps in investing, I became the go-to person for friends eager to understand the world of finance, and my passion for sharing financial knowledge only grew stronger.
My journey led me to Centre College, where I pursued a dual degree in Economics and Finance alongside Biology. Yet, no matter what other subjects I explored, finance remained the steady theme running through my life. While the 2020 pandemic was certainly a defining chapter that tested us all, for me, it was just one of many moments that reaffirmed my path. During those turbulent times, friends and peers reached out for guidance, and I realized how much I valued being the steady hand that helped them find clarity.
Today, as a wealth management advisor, I bring that lifelong passion into every client relationship. I specialize in crafting personalized investment strategies, exploring tax-efficient planning, and empowering clients to achieve their financial goals. Outside of work, you’ll often find me enjoying the skies as a private pilot, exploring the outdoors through hiking or camping, or playing and watching a variety of sports. I enjoy blending my professional expertise with my personal passions, offering a well-rounded and approachable perspective on wealth management.