333 Whittington Parkway
Louisville, KY 40222
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My experience in the financial services industry began in 1993, and it is my pleasure to serve the financial needs of people in the Louisville area. I hold Bachelor of Arts degrees in business management, and in economics, from North Carolina State University in Raleigh, North Carolina.
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 invest my time as a member of Southeast Christian Church and in my free time I enjoy traveling, karaoke and spending time with my adorable five-year-old nephew.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office333 Whittington Parkway
Louisville, KY 40222
Secondary Office4500 South Hurstbourne Parkway
Louisville, KY 40299
Secondary Office234 Eastbrooke Pkwy
Mount Washington, KY 40047
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.