
Financial Advisor at Northwestern Mutual Financial Network
Louisville, Kentucky Area

Financial Advisor at Northwestern Mutual Financial Network
Louisville, Kentucky Area
I offer wealth transfer and business succession strategies for affluent family and closely held business owners.
My team and I employ a process that creates a platform whereby prudent decisions regarding their financial security can be made.
(Privately Held; Financial Services industry)
May 1994 — Present (15 years 8 months)
During the past 15 years I have worked with hundreds of business owners helping them solve issues surrounding the succession of their business, minimizing their estate taxes and positioning their families to be financially secure regardless of the future.
BS , Sports Management , 1989 — 1994
I'm an advid golfer, I enjoy bird hunting (waterfowl and quail) and riding horses. My family and I spend a lot of time during the summer on the water in our Sea Ray, it has been a great way to spend quality time with one another. When I'm working I get charged up by helping the owners of closely held and family owned business' create and implement succession plans to perpetuate their legacy in their particular industry.
I'm a member of Southern Indiana Estate Planning Council, The Northwestern Mutual Forum group, MDRT, and NAIFA.
I'm a multiple qualifier for the Forum group at Northwestern Mutual and National Quality Award (NQA).