Member Profile

About Me

I work with young professionals to maximize their return on life by aligning their wealth and ideals. Wealth is more than just money. It’s the sum of our time, talents, and treasures.  I help clients use their wealth to make the world a better place.

While I work with clients on traditional financial planning topics like retirement projections, tax-efficient withdrawal strategies, Social Security maximization, and protection planning, I also offer guidance on charitable gifting and socially responsible investments. Your money, including your investments, should reflect your values.

On the personal side, I'm a UK grad and I can usually be found cheering on the Cats. I live in Louisville with my wife, son, and two dogs.