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Location
Louisville, KY
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Experience
5 years
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Credentials
CERTIFIED FINANCIAL PLANNER™
- M.S. in Applied Economics
I’m an economist-turned-CFP® who traded corporate spreadsheets for client service–because the real power of numbers is guiding people toward choices that make their money feel unmistakably their own.
Growing up, finances felt volatile; uncertainty hung over everyday choices. That early tension sparked a career devoted to turning complexity into confidence.
Together we’ll map the options, weigh the trade-offs, and design a strategy that serves you today and well into the future. The goal is simple: a plan that gives you clear choices and empowers you to navigate them.
When I’m not with clients, you’ll find me and my wife Lexie cheering at Kroger Field, hunting down live-music festivals, or snuggled up to our two cats.
If you’re looking for steady guidance and a fresh point of view, let’s talk. I’d love to hear your story.
Team Aspen
Aspen Team
Team Aspen is rooted in Colorado, and like the trees themselves, our team is a tight-knit network of experienced advisors who are resilient and deeply connected. With the highest concert attendance by far, they’re in tune with connection and harmony—key elements in their approach to client service. Expect a vibrant team with a steady beat and a strong sense of purpose.
At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.
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