KNOW US

My path to financial advising hasn’t been a straight line, and I’m grateful for that. Growing up in England, my father owned and ran a CPA firm, and I spent countless hours in his office watching how he cared for clients. Seeing the trust they placed in him taught me that good financial advice is about people, not just numbers. Later experiences abroad deepened my perspective and appreciation for relationships built on integrity and faith.

When my wife and I settled in Kentucky to raise our children, I began my career in financial services with a clear sense of purpose: to help families plan with confidence and peace of mind. My faith shapes how I view that work - it’s a vocation of service, not just a profession.

I believe the best financial advice starts with listening. Every family’s story is different, and before I can offer guidance, I want to understand yours - your goals, concerns, and values.

My role isn’t to sell products but to build trust and bring clarity. My father once told me that once you truly understand someone’s financial picture, there’s nothing you can’t talk about and nothing they can't trust you with. That idea has guided me ever since, and it’s at the heart of how I work with clients today - helping them make wise, values-based decisions that support their families and reflect what matters most to them.