
Financial Planning That Moves With You
If you're dreaming of a life where you can pursue your goals while supporting the people and causes you care about, the right financial guidance can make all the difference.
Tell me where you are today. With your values and aspirations leading the way, I’ll use my experience to help you chart a path toward a more confident and secure financial future.
As your financial guide, I offer planning, wealth management, and encouragement tailored to you and those who matter most.
Services include:
• Life & Health Benefits
• Wealth Accumulation & Risk Management
• Retirement Income Planning
• Business Planning
• Wealth & Estate Preservation
• Advanced Charitable & Legacy Strategies
No matter what life brings or what goals you have, I am here for you every step of the way.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location

Lexington Office
- Phone:
- 859-303-5139
- Fax:
- 877-206-1987
- Mobile:
- 859-420-1709
Hours
M – F: 8:30 a.m. – 5 p.m.