Our Qualifications

I have been working with individuals and businesses in the area since 1998.

Working as a life insurance agent for two years, in 2000 I joined Edward Jones Investments and started the Edward Jones office in Morehead, KY. In 2004, wanting to offer more products and services, I started Wealth Management & Retirement Planning, Inc. with my Broker/Dealer being LPL Financial. Over the years I have received several different licenses and designations including Life and Health licenses, series 63,66,7,24 security registrations, AAMS (Accredited Asset Management Specialist), and CFEd (Certified Financial Educator) designations.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances while working with other specialists including CPA's, Property and Casualty agents, and Estate Planning Attorneys building the complete picture.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.