As a financial planner for more than 25 years, I specialize in partnering with my clients to determine the goals they want to achieve like purchasing a home, saving for college and planning for retirement. Planning for a successful financial future gives them the peace of mind to help reach their goals. In my free time, I enjoy time with my family, golfing, traveling, and staying active through fitness. 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.
I strive to understand what's important to you. We will work together to help you plan for retirement, estate planning, college savings, and preparing for the unexpected. I am proud to be an USAF veteran and understand the unique needs of military veterans and their families.
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Welcome to Merrill Lynch in Lexington, KY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
Russell Capital Management serves as the trusted advisor and financial manager for working and retired professionals, multi-generational families, companies and charitable foundations. Simply put: our job is to create and preserve wealth. We focus on portfolio growth tempered with a vigilant oversight of downside risk.
