As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences. I've worked in the banking and financial services industry since 2000. I help clients succeed by providing wealth management guidance to families and individuals to help simplify their financial lives in a fashion that provides comfort and security. Results are gained through the process of thoughtful planning, along with the creation and implementation of comprehensive, actionable ideas in collaboration with a team of experts.I live in Lexington, and serve clients in Kentucky and throughout the United States. I enjoy photography, sports and travel. I also enjoy spending time with family and friends, and learning something new everyday.