Growing up in Kentucky taught me the value of hard work but a career in finance taught me how important saving and investing is for our futures.   My clients typically find me when they are going through a transition.  Transitioning from work to retirement, transitioning from married to single, or single to married, selling a business or transitioning due to an inheritance.   I focus on financial education, ensuring my clients have a thorough understanding of what they own and why they own it.  My role is to help you preserve and grow your wealth and to pass it along successfully to future generations.  I do this by organizing your financial picture, keeping you financially aware of opportunities, and preserving and growing your wealth.   It starts with defining your goals.  Retirement, homeownership, or legacy planning are just some of the things that may be on your mind.  We can discuss how your assets will grow over time and how we can minimize taxes.  It’s not just about what you make, it’s about what you keep.    I started my career with Fidelity in Kentucky in 2007, working my way through several different trading, investment advisory and supervisory roles.  Making a difference in the lives of my clients has always been my passion.  I focus on finding the best potential solutions that accomplish the client goal with as much simplicity as possible.    If you aren't sure if you are invested in a way that will help your money to last, please reach out.  I'm happy to discuss with you.