Managing Partner, Senior Wealth Advisor
As a financial advisor with more than 23 years of experience I have been blessed to know so many good families and have become an essential part of their financial lives. I take pride in being a resource to them as life creates challenges and opportunities. My clients’ interests and objectives come first, above all else.
Benjamin F. Edwards and my fellow professionals share my commitment to clients. It’s a place where I am also empowered to do what is right for clients, rather than work to meet an arbitrary sales quotas or directives from the firm. There aren’t any cookie cutter approaches to wealth management at Benjamin F. Edwards. They recognize – as I do – that investment profiles of every individual and family are unique. Therefore, my role as a financial advisor is to get to know my clients, understand what their financial goals are, and work to chart a course to accomplish them.
Whether you are preparing for retirement, already retired, transitioning wealth, or face other financial circumstances, with me, you can rest assured, I will develop a plan tailored to your needs as no two clients are ever alike. My approach is working side by side with a client to get to know you and your family.
We then work together to carefully construct a plan designed to meet your needs. Over time, adjustments are made as circumstances or economic conditions require. That’s how I – and this company – define client-first service.
My Background
I was born and raised in Rowan County in Eastern Kentucky. Met my beautiful wife Paula 28 years ago. We have lived in beautiful Jessamine County for 12 years now with our 3 children, Kaitlyn, Garrett and Hayden and 2 pups, Gunnar and Josie. Our boys are headed off to college while our daughter is always creating new things. We love to fish, hunt, hike, boat, canoe and anything that has us outdoors. We have traveled the country by car and love visiting National Parks or just renting a home by the beach!
Give us a call at our Lexington, KY., office and see for yourself what our client-first service at Elkhorn Private Wealth is all about. This is your story, let me help you write it.
Check the background of this investment professional on FINRA’s BrokerCheck