I started in the business in Jan. 1997 with American Express Financial Advisors in Wisconsin. In late 1998 I decided to move to Kentucky to be closer to my father and started at Central Investment Center inside of Central Bank. While there I managed $80 million in assets and was named a top 50 advisor in the country by "Bank Investment Consultant" magazine from 2007-2011. I graduated from the University of Wisconsin-Whitewater in Dec. 1996 with my major in Organizational Communications, and a minor in Finance. My wife Theresa and I have 2 boys, Brady and Joey.

Registered States:
AL, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, VT, WA, WI, WV

I graduated from Transylvania University with a Bachelor of Arts in Business Administration in 2008. I have been in the business since 2009, starting in back office operations at Hilliard Lyons and came over to UBS in 2011 as a Client Service Associate. I was in the client service associate role for 5 years before taking the postion of Wealth Planning Analyst. Within that role I worked with many FA's in Lexington and Louisville helping create, review and improve the financial planning process. I am now using the skills and knowledge I have gained from each of these positions to help build my book of business. My wife Sarah and I have two lovely daughters, Addie and Millie.

Registered States:
AZ, CA, FL, GA, IA, IL, IN, KY, MA, MI, MO, NC, NY, OH, OK, SC, TN, TX, VA, VT, WI, WV