I am fortunate to have grown up in a time where doing the right thing for the right reasons was the standard. I was born in Kentucky with solid southern traditions of family, respect, and country, as well as the most successful basketball program in college history, and a proud member of BBN. I have been working with clients to pursue their financial goals since 1993. Working on the family farm taught me work ethic, that continues to earn the trust of my clients. I am a Chartered and Registered Financial Consultant, as well as an Investment Advisor Representative. My education and certifications allow me to provide all clients a complete comprehensive look at their total financial picture to advise / educate / and recommend adjustments designed to meet their objectives. Financial Planning is my base analysis to provide clients with comprehensive information for Investing, Tax Strategies, Asset Protection, Education Planning, and Estate Planning for family financial stability. Maximizing clients financial opportunities are the aim of my Financial Planning Programs.
Waddell & Reed is not affiliated with any other entities referenced. (05/20)