2020 Nicholasville Road
Lexington, KY 40503
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It is my pleasure to serve the financial needs of people in the Lexington area and surrounding Central Kentucky counties. My experience in the financial industry started 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'm a member of the praise team for Northeast Christian Church, and I actively support Junior Achievement. In my free time, I enjoy 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 office111 South 4th Street
Danville, KY 40422
Secondary office865 Lane Allen
Lexington, KY 40504
Secondary office2155 Paul Jones Way, Suite 100
Lexington, KY 40509
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.