Financial Planning Across the Life Span

We serve hardworking employees in the Lexington, KY, area and offer comprehensive financial insights and advice to help you succeed. We provide a full line of financial services and focus on three sectors of our city:

University of Kentucky Employees

Working directly with nurses, professors, and all UK employees, I equip you with everything you need to be confident in your financial decisions as you prepare to live the retirement you want.

Toyota Georgetown Assembly Plant Employees

We are on a mission to help you optimize your 401(k) so you can retire as quickly as possible. Our goal is to help you design, navigate, and get you to the retirement you’ve always dreamed of.

Baptist Health Nurses and Employees

We are on a mission to help you optimize your 401(k) so you can retire as quickly as possible. Our goal is to help you design, navigate, and get you to the retirement you’ve always dreamed of.

Retirees and Pre-retirees

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Whether you are just entering the workforce, are in your prime earning years, or nearing retirement, I work with you to develop a comprehensive financial plan tailored to your individualized goals. Getting a head start on retirement planning is crucial because the earlier you begin, the more opportunity you have to save and create a solid financial foundation for the future. It’s never too early to start taking steps toward a stable and comfortable retirement.

Ready to start the conversation?

We’re here to help you understand the most important questions you’re asking. Take the first step today.