Passion and commitment to healthy families. Community involvement. Customer--centered, objective advice. These are the keys to my professional success. In my practice, I’m someone you will trust, always willing to help. When you have a question or a problem to solve, “Ask Me.”
Early in life, I developed a passion for the financial markets and I discovered the importance of exceptional customer service. Two seeds developed into my passion: (1) In elementary school, my dad taught me how to read the stock pages of the morning news paper; and (2) Waking up early every day to make sure newspapers were delivered on time to my customers. While attending Trinity High School and The University of Louisville School of Business, I successfully co-managed a local hardware store and started a handyman and painting company. Service to my neighbors in the Highlands Community and the rewards of growing a locally-owned business developed my entrepreneurial spirit.
After several summers of seven-day-a-week work, I left to study International Finance in Den Hagge, Netherlands, which furthered my interest in global finance. I graduated from The University of Louisville with a Bachelors of Science in Finance, and immediately took a position at a regional securities firm. During my eight years at the firm I helped to advise clients through diverse and challenging life choices. These experiences inspired my desire to own an independent financial advisory practice. In May of 2009, I started Lifetime Wealth Strategies.
Away from work, joy comes to me in these ways:
Spending time with my wife Paige, and our children, Ainsley and Marshall. Paige works in real estate, and Ainsley and Marshall both attend Saint Francis School in Goshen.
Do-it-Yourself projects, golf, tasting fine wines and bourbons, and coin collecting. On most weekends, you can find me working around the house on a new project, or on a golf course.
Paige and I are both very active with the Fund for the Arts, from which we are both graduates of the NeXT Class of future arts leaders.