12 Orphanage Road
A personal approach
We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.
Stay Safe with a B.O.P. At Your Back
The Long Run: Women and Retirement
When Markets React
12 Orphanage Road, Suite 200Ft. Mitchell, KY 41017
Meet the Team
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
I offer a full library of resources to help boost your financial planning knowledge.
Choosing a Retirement Plan that Fits Your Business
Revising Estate Strategy Assumptions
The Facts About Income Tax