My professional passion is providing for the futures of my Private Wealth clients, their families, and my non-profit Institutions. I believe positive outcomes are driven by value-add investment processes, diligent portfolio management, thorough and proactive financial planning, and comprehensive guidance, delivered by trusted advisors and informed by effective two-way communication. I am proud to be part of one of the largest fiduciary wealth and investment management teams in our region at Stock Yards Bank's Wealth & Trust division. The commonality of my work across nearly 15 years in financial services is intellectual honesty, with both internal peers and external clients.
Listed skills include Retirement Planning, Finance, Financial Analysis, Equity Research, and 25 others.