Before stepping into the world of planning, I spent several rewarding years practicing law in Kentucky, Indiana, and Ohio. My practice provided me with a solid foundation and a keen understanding of the multifaceted issues that can arise at the most unexpected times. My journey eventually led me to the field of accounting and finance, where I earned my CPA license and later achieved the Certified Financial Planner™ (CFP™) designation while working as a financial planning specialist and consultant.
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What I cherish most about estate and financial planning is the opportunity to guide clients through what can often be sensitive and complex topics. I understand that both estate and financial planning can feel overwhelming and deeply personal. My approach is designed to be empathetic and thorough, ensuring that each client's unique needs and goals are met with the utmost care and professionalism.
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With a commitment to fostering trust and providing organized, reliable guidance, I strive to make the planning process as seamless and comfortable as possible. My ultimate goal is to empower clients to make informed decisions and achieve financial peace of mind.