ABOUT ME

 

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 2005. I help clients succeed by listening, identifying their goals, designing and implementing a financial plan.

I live in Paducah, Kentucky, and serve clients in the surrounding communities. I enjoy being active in the professional community serving on the board of the West Kentucky Regional Chamber Alliance. I also serve on the WAVE Initiative, which is an economic development council focusing on the agriculture sector of the four most western counties in Kentucky. When not working, I enjoy spending time with friends, family, researching politics and traveling. I also volunteer for the youth baseball league in my community.

My areas of focus: Attorneys and accountants, Business owners, Next generation

Education

  • Murray State University: Bachelor of Science
  • Murray State University: Master of Business Administration
MY OFFICE

 

333 Broadway St
Paducah, KY 42001

advisor address map to333 Broadway St
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About Private Wealth Management

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.