333 Broadway St
Paducah, KY 42001
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It is my pleasure to serve the financial needs of people in the Paducah, Benton, Murray, and Mayfield communities. My experience in the financial services industry began in 1995 and I became a Wealth Management Advisor in 1998. I hold a Bachelor of Arts degree in accounting from the University of Tennessee.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a 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 serving on the board of the River Discovery Center, and I am also a member of Paducah Downtown Kiwanis Club. In my free time, I enjoy my children's activities and development, fly fishing 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 office333 Broadway St
Paducah, KY 42001
Secondary office2630 Lone Oak Road
Paducah, KY 42003
Secondary office1225 Paris Rd
Mayfield, KY 42066
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.