Experience
- Experience
- In the banking industry since 2013
- Specialties
- Business Retirement Plan Services, Charitable Gifting, Estate Planning, Individual Retirement Accounts (IRAs), Investment Management, Personal Retirement Planning, Probate & Estate Settlement, Trust Administration
- Education
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- Bachelor's Degree, Finance & EconomicsCentre College
- Master's Degree, BusinessUniversity of Cincinnati
- Certified Trust & Fiduciary AdvisorAmerican Bankers Association
- Involvement
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- Clermont County Chamber of Commerce
- Grace Fellowship Church
- Northern Kentucky Heritage League
