2020 Nicholasville Road
Lexington, KY 40503
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It is my pleasure to serve the financial needs of people in Lexington and the surrounding Central Kentucky counties. My experience in the financial services industry began in 2010. I hold a Master of Business Administration from Morehead State University, and I also hold a Bachelor of Science degree in communication from the University of Pikeville.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time as a member of the praise team at NorthEast Christian Church, and as a member the Junior Achievement organization. In my free time, I enjoy spending my time bowling competitively, staying active in Spin and Barre fitness classes and traveling.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office2020 Nicholasville Road
Lexington, KY 40503
Secondary Office120 Pine Crest Road
Morehead, KY 40351
Secondary Office2155 Paul Jones Way, Suite 100
Lexington, KY 40509
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.