If you spent more time last year planning your vacation than planning your retirement, now is the time to take action. I can help you determine how much money you'll need to retire and whether you're on track to achieve your retirement goals.Originally from Apex, NC, I have lived in central Kentucky since 2007 and hold the CRPC® designation from the College of Financial Planning. I actively participate in The Referrals Group and serve on the board of directors for Greenhouse 17, the domestic violence shelter for central KY. I became a financial advisor in 2011 because I wanted to help individual investors and business owners work toward achieving their financial goals. I am passionate about helping others plan for the future, but my most gratifying (and sometimes challenging) role is that of a family man. My wife, Dina, and I have three children, two dogs and one large, orange cat.I invest with my clients emotionally like they invest with me financially. My clients see my commitment through the four expectations that I make to each of them. I can help you with:1. Simplifying your financial house2. Wealth preservation strategies3. Asset protection strategies4. Estate considerations Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it’s convenient for my clients because I recognize the challenging needs of their businesses and their lives. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions.