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 2006. I help clients succeed by sharing strategic advice to help them grow and sustain their wealth across generations. My clients appreciate my ability to advise on complex personal balance sheet management, structure estate plans and gifting strategies, and provide thoughtful guidance on investing. I particularly enjoy developing plans for families designed to deliver complex strategies in a manner that is visual, engaging, and actionable.
I live in Union, KY, and serve clients in Triple Crown and Northern Kentucky. I enjoy enjoy playing golf or spending time with friends and neighbors. My wife Shannon and I have lived in northern Kentucky for the past 15 years. Our children, are involved in competitive dance, Kings Hammer soccer, and NKY Raiders Lacrosse and we enjoy traveling to their practices, games, and competitions.
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.