INTRODUCTION

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I am a Certified Financial Planner^TM professional and financial advisor at EM Ford in Owensboro, Kentucky.  2019 marks my tenth year in the financial planning industry.  Over that time, my focus has been working with people at or nearing retirement, who need help dealing with issues like the timing of claiming Social Security benefits, figuring out if they’ve got enough money for retirement, how to do the actual retirement transition, and coordinating the spending of their nest egg to replace their paycheck.  Basically, if it’s an issue that needs addressing at any point during retirement, I help my clients plan for it.

ABOUT ME

I claim Owensboro as home even though my family didn’t move here until my sophomore year of high school.  I attended Owensboro Catholic High before completing my bachelor’s degree in finance at the University of Kentucky and my master’s degree in finance at Creighton University.  Upon graduating, I was hired as a financial advisor by a large national firm.  I quickly realized that it wasn’t for me and joined an independent advisor office in Lexington, Kentucky.  Once my wife and I started having children, we decided to move back to Owensboro to raise our children closer to family.

LICENSES HELD

CFP® - Certified Financial Planner

ACTIVITIES AND INTERESTS

My wife, Blakeley, and I have two daughters – Briley (4) and Kensington (2).  Being a husband and father is the greatest honor of my life and is the reason I do what I do every day.  As a family, we love to travel, be outdoors and support our Wildcats! I am also a member of Leadership Owensboro’s class of 2020.