Our Qualifications

We have been working with individuals and businesses in the Central Kentucky area and beyond for many years.

We have extensive personal and professional experience.

We hold various professional designations, and are licensed to sell a variety of investment and insurance products:



  • Series 7 and 66 Securities Registrations*
  • Accredited Asset Management Specialist [AAMS®]
  • Life and Health Licenses

*Securities registrations held through LPL Financial

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and "Planning YOUR Financial Future".

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.