Senior Managing Partner | Certified Portfolio Manager®
CurrentI plan my clients’ portfolios to account for changes in the market as well as personal circumstances with the goal of making their portfolios work well over time and for each stage of life. Bluegrass Asset Management through Money Concepts Capital Corp. is a comprehensive financial planning firm that aims to meet each one of your financial planning needs. My services include asset management, charitable giving, education funding, employee benefits, estate planning, insurance, investment management and retirement planning. I also deliver corporate services that help businesses develop and maintain their employee benefits plans.I consider myself a partner with each of my clients, and together we work to build the future for which they’re striving. I strive to deliver a superior level of performance and customer service for my clients, and I have consistently performed as one of the top two advisors in the Bluegrass Region, Money Concepts International's top region.Please call my office to schedule a complimentary portfolio review. I would love the opportunity to meet with you.
