LPL Financial Advisor
I grew up on a small farm in Lexington, IN, and graduated from Southwestern High School in Hanover, IN. I went on to attend Georgetown College on a golf scholarship where I was president of my fraternity, Province Undergraduate Chairman for the state of Kentucky, President’s Ambassador for Georgetown College, and a member of the Georgetown College Fishing Team. In my senior year of college, I served in a yearlong management internship with All-Phase Electric Supply Co. in Lexington, KY. I graduated from Georgetown in May of 2014 with a bachelor’s degree in business administration with an emphasis in finance and a double minor in economics and political science.
Upon graduation from Georgetown I came to work for River Valley Wealth Management in June of 2014. In 2016, the office was rebranded as Gateway Investment Services, and I became a part owner in the firm along with Bill Hensler.
I currently hold Series 7 and 63 and 65 FINRA registrations* and my state life and health insurance license. I provide wealth management services, retirement planning, education savings, 401k distribution education, life and long term care insurance and small business retirement plan.
When I am not at the office, my wife Sarah and I enjoy working around the farm, hunting, fishing, vacationing, and helping local youth in the Jefferson County 4-H program.
*Registrations are held through LPL Financial