Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management
3094 Harrodsburg Road, Suite 202, Lexington, KY, 40503
1-833-752-6333 (Toll Free)
Listed In: Financial Planning Consultants, Investment Services Firms
I’m an avid chess player. If I have a small window of free time (which is increasingly rare as a busy financial planner, husband and father), that’s probably what you’ll find me doing. I think it speaks to the person and professional that I am. I take a highly analytical approach to problem-solving… I’m an avid chess player. If I have a small window of free time (which is increasingly rare as a busy financial planner, husband and father), that’s probably what you’ll find me doing. I think it speaks to the person and professional that I am. I take a highly analytical approach to problem-solving for my clients here in Kentucky, with an attention to every detail and an ability to think several moves ahead. And I can show you how the different pieces in your financial life can work together toward your goals. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients. Read more