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 1985. I help clients succeed by helping them build, preserve and pass on their wealth.
I live in Union, Kentucky, and serve clients in 15 states including Hawaii. I enjoy photography, skiing, visiting horse farms and vacationing in the mountains of Wyoming and Montana with my wife of 35 years, Karen. We have two adult boys--one living in New York City and one living in Dallas. I have served on the Public Theater board in Pittsburgh, Pennsylvania, the Holocaust Humanities board of Cincinnati and the Baker-Hunt Art Center Covington, Kentucky.
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.