211 Grandview Drive
How to Retire Early
Ready for Retirement?
Should You Ever Retire?
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
We create strategies that are tailored to your needs and goals.
Offered through Lincoln Financial Securities
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Years of experience have prepared us to guide you through your life transitions.
V.P. of Financial Services
V.P. of Business Insurance & Estate Strategies
Client Relationship Manager
859-283-5755 ex 409
Thoroughbred Financial Branch Manager & Insurance Consultant