Let's put your plans in motion
Want to pursue lifelong dreams while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry knowledge and a team of experts to help you map out a path to a more secure financial future.
I am a Dave Ramsey SmartVestor Pro and am honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. Not just anyone can be a SmartVestor Pro. To quality, financial professionals must pass a vetting process and follow their code of conduct. SmartVestor Pros take a client-first mentality and treat you like a teammate, with a commitment to educating and empowering you.
Neither Dave Ramsey nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.
How I Help
I help people keep more of what they earn, protect loved ones, and prepare for the future. We can talk about 401(k) rollovers, life insurance, retirement plans, asset protection, Roth IRAs, annuities, extended care strategies, social security timing, not outliving your money, and anything else on your mind. Whether you have sizeable assets to steward and protect, or whether you're just starting out with the basics, I would love to help you.
I help people be more secure in the areas of:
- Retirement income planning
- Investment management
- College planning
- Business planning
- Answering the question “How much insurance do I need?”
- Wealth Management
- Protecting loved ones and retirement plans against the impact of extended care, death, and disability
- Charitable giving
- Creative financial strategies
- Endowment Management & Donor Education
- Group Health, Dental, Vision, Insurance, and Retirement Benefits for Businesses and Ministries
Based out of Christian County, Kentucky, I frequently serve people in Oak Grove, Hopkinsville, and Fort Campbell, KY as well as Clarksville and Nashville, TN, but I can help people across the country remotely.
Let me guide you toward increased confidence in your financial security by charting a roadmap based upon your financial profile and goals.
Text me at (270) 355-7337 or call (574) 339-2654.