Preparing for the next chapter in life can be a maze of decisions and uncertainties. But fear not, for I bring a unique blend of experience, professionalism, and access to an array of financial solutions to guide you toward your goals with confidence. At the heart of my practice lie two unwavering principles: loyalty and quality. With a keen eye on the evolving financial landscape, I’m dedicated to staying ahead of the curve to provide you with the best possible guidance.
My journey in the world of finance began at Transylvania University, where I earned my Bachelor of Science degree in Accounting. Since then, I’ve accumulated a wealth of expertise, earning prestigious designations like Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from The American College. Throughout my career, accolades from MassMutual have underscored my commitment to excellence. From being recognized as a “Leader’s Conference Qualifier” (2011-2024) and “Blue Chip Council” (2019-2021) to achieving top-tier membership status in the Million Dollar Round Table, Top of the Table and Court of the Table.
As a proud native of Central Kentucky, I’m deeply rooted in the community, sharing my expertise as a speaker for esteemed organizations like the Lexington Chamber of Commerce, Baptist Health Systems, and the University of Kentucky. Beyond the boardroom, I find joy and solace in life’s simple pleasures—cooking up a storm in the kitchen, immersing myself in music, staying fit, and cherishing moments with my wife and three daughters.
So, whether you’re gearing up for retirement, planning for your children’s education, or safeguarding your family’s future with insurance solutions, rest assured, you’re in capable hands. With me as your guide, the journey towards financial freedom is not just a destination—it’s an exhilarating adventure.
You can learn more about me and my practice at www.successionwealthplanning.com.
