As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 1982. I help clients succeed by helping them define their goals and understanding their options. Then I partner with them to create tailored wealth management strategies. Wealth planning is a personal experience and I take my clients' financial success seriously. I've worked in the banking and financial services industry since 1982.
I live in Louisville, and serve clients in Louisville, Lexington and Indianapolis. I enjoy spending time with my husband, Joe, and our four grown children and their families. I have been involved in the Rotary Club of Louisville and Boards of Assumption High School, Kentucky Derby Festival, School Choice Scholarships and the Kentucky Opera. I also enjoy golfing and playing the piano.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.