My Story
Relationships are the heart of our business. That’s why I like to spend time with my clients and help them feel more confident about the administrative and fiduciary duties that can be so overwhelming. It’s a pleasure to share my 25 years experience in the qualified retirement plan field.
In my 10 years at Focus On Success, I’ve helped hundreds of plan sponsors achieve their plan goals through better plan designs, fiduciary risk management, employee education techniques and more. One of the things I really enjoy is educating employees on their company 401K. I take the time to sit down with workers who do all kinds of jobs, from white collar to manufacturing. For some, I may be the only financial advisor they ever see. It’s an opportunity to pass on my knowledge and coach others so they can be empowered to strive for a brighter financial future.
I live in Florence, Kentucky, with my wife, Tish, and two daughters, Sydney and Paige. When I’m not working, I’m watching my girls play sports, coaching boys basketball or playing myself. Just a few years ago, I was inducted into the Thomas More College Hall of Fame for my own accomplishments in basketball.
CONTACT
EDUCATION
- + Thomas More College
- + Bachelors of Science Accounting
DESIGNATIONS
- + AIF – Accredited Investment Fiduciary
- + CRPS™ – Chartered Retirement Plan Specialists
LICENSING
- + Series 6, Series 63, Series 65 Registrations
- + Health & Life Insurance
COMMUNITY
- + Diocese of Covington Investment Committee
- + St. Henry District High School - Boys Basketball
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients’ unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.