With over 28 years of industry experience, I am a Director of Wealth Management and Workplace Benefits at Cox Financial Corporation, an independent financial services firm. I hold the Accredited Investment Fiduciary (AIF) designation, which reflects my adherence to the highest standards of fiduciary excellence and ethical conduct.My core competencies include providing investment advisory services, retirement planning, estate planning, tax-free investing, and long-term care planning to individuals, families, and businesses. I also offer corporate consulting services, such as workplace benefits, executive and group insurance plan consulting, and foundation investment management. My mission is to help my clients achieve their financial goals and create lasting legacies.In addition to my role at Cox Financial Corporation, I have been working as a Financial Advisor at StoneX Group Inc., a global financial services firm, since 1995. I enjoy collaborating with a team of financial professionals with diverse expertise and backgrounds, and leveraging the resources and capabilities of both firms to deliver optimal results for my clients. I graduated cum laude from Allegheny College with a B.A. in Economics, and I live in Villa Hills, KY, with my family. When I am not working, I like to golf, cook, and travel the world.