Address:
301 Second Street
Henderson, KY 42420
Serving the Henderson and Morganfield, KY Region
We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we’ll chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.
“Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with the goal of preserving principal.”
Career Highlights & Industry Expertise
- Financial services industry professional since 2000
- Joined Old National Investments in 2002
Education
- Bachelor’s degree in finance and MBA from University of Southern Indiana
When I’m not following the ups and downs of the market, I spend most of my time with my wife, Tomomi, and sons, Ashton and Caiden. We currently live in Newburgh, Indiana.
For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Financial Associate, Myra O’Leary at (270) 831-6882 or Myra.O'Leary@onbinvestments.com. Or my Wealth Sales Assistant, Barb Norman, at (270) 831-6885 or Barb.Norman@onbinvestments.com.