Our Team

Some of the most important lessons I have learned in life started at an early age and have guided me throughout my career. 

I am fortunate to have great parents that taught me the values of hard work, attention to detail, honesty, integrity, education, saving, and the importance of helping others.  These are all values that are still very important to me and I strive to live by and utilize to help the clients I serve.

I co-founded LIFETIME WEALTH STRATEGIES in 2009 with the goal of developing a process to better understand clients' financial needs and desires and to provide comprehensive solutions that would allow clients to gain a sense of empowerment and clarity. We have enhanced and refined our own proprietary planning process and we call it the BoKEH formula. BoKEH stands for Balance of Knowledge Empowerment and Happiness.

I have over 20 years of experience advising professionals, retirees and business owners. I received my Retirement Income Certified Professional (RICP®) designation in 2013 to focus on income strategies for our retired clients. I enjoy building strategies that can last a lifetime for our clients and their families.

When I am not working I enjoy spending time with my wife Angie and dogs Bunnie and Copper.  My hobbies include golf, tennis, boating at Nolin Lake, ping pong, and  U of L sports.  I am a member of Oxmoor Country Club, and Blairwood Tennis Center.

A mentor of mine once said, "The only true measure of success is the effect one has on the life of another". 

This simple statement has stuck with me throughout my life and guided my professional career.  As a financial planner, I get to impact clients' lives every day. This is done by utilizing our BoKEH Formula^SM to help make sure we focus on what's most important to you while keeping you on the path to a work optional lifestyle.

As part of the LIFETIME WEALTH STRATEGIES team, I dedicate my time to creating your financial plan and helping you understand the solutions available to you. Our process helps us address your top priorities and stay on top of critical events that occur as your life unfolds and needs evolve. This includes returning phone calls promptly, meeting with you on a regular basis, and being available to discuss your questions and concerns. My ultimate goal is to empower you with the knowledge to make informed decisions in every season of life.

As a CERTIFIED FINANCIAL PLANNER^™ I am held to strict ethical standards to ensure financial planning recommendations are in your best interest. I have over 15 years of financial services experience and my dedication to a strong advisor-client partnership led to my completion of the Behavioral Finance Advice (BFA™) program in 2017.

When I am not at work I enjoy spending time with my wife Bethany and our two children, Kylie and Parker.  I enjoy listening to and playing music, travelling, golfing, and various outdoor activities. I am constantly being enriched by our involvement with our local church and other community organizations.

I am blessed to be part of a team that is focused on addressing client needs.

My path toward finance was sealed after reading Using Your Money Wisely and Debt-FREE Living, both by Larry Burkett. I changed my college major to Finance and have kept moving down that path ever since. Over the years I have grown in my knowledge of financial planning. It has been a pleasure knowing that I have been a part of our process of building strategies for our clients.

We all have the same goals: (1) provide clients with outstanding service, (2) empower them with knowledge to give insight, (3) deliver financial confidence through understanding a client’s customized plan. I have spent many years building relationships with clients and supporting them as they work with our advisors toward their goals. Through account applications and servicing, signatures and approvals, distributions and transfers, I focus on keeping us on track and resolving issues, before they occur whenever possible.

I have a Bachelor of Science degree from the Culverhouse College of Commerce at the University of Alabama with a major in Finance.

At home, I enjoy spending time with my husband and our children, attending their many activities, gardening, baking, and Bama football Saturdays.

I discovered a passion for helping people during my undergraduate career at the University of Louisville. I worked with the school’s dance marathon, and that work led me into the non-profit sector.

There, I served as a fundraiser for the Brandeis School of Law while obtaining my MBA, and then as the Director of Development for Kosair Charities. After 9 years of working with the generous individuals of Louisville’s community, I decided I wanted to move across the table and sit beside our donors, helping them navigate their financial decisions throughout their lifetime. I joined Lifetime Wealth Strategies in February 2022 and am working towards becoming a financial advisor.

I'm still involved in the dance marathon that started my career. I serve as an advisor of raiseRED, University of Louisville’s dance marathon that raises over half-a-million dollars each year. All money raised by these students stays in our community and funds the treatment of childhood cancer and blood diseases. This role allows me to watch hundreds of UofL students discover the power of community and the importance of service. It's a really fortunate position to be able to mentor our community’s future leaders. Outside of work and raiseRED, I spend a lot of time hiking with my dog, Donkey.