Accredited Wealth Management Advisor
Partner and Wealth Advisor
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1) Hometown: Louisville, KY
2) Education: Bachelor of Arts - Biblical Studies, Evangel University, Springfield, MO
3) First Job: I started out washing dishes at the Cottage Inn when I was 15, and mowed neighbors lawns when I was 13.
4) Family and Personal Life: My wife Sarah grew up on a farm near Pittsburgh PA, which her older brother still runs. I was raised here in Louisville, and graduated St X ('98). I went away for college and moved back after school and work in 2005 and shortly started as a Financial Advisor in August of 2006. We have a little girl Maryn ('14) and twins Isla and Seaton ('17). We enjoy travel, being outside, and spending time on the water.
5) Why did you become a Financial Advisor: When I was a kid, my grandparents would give us stocks and bonds for Christmas and Birthdays. So naturally l was fascinated watching how $1 could turn into $2. I always enjoyed enjoyed helping people, and I'd say I kinda fell into this career after meeting my former branch manager at a career fair. I originally went to college intending on going into youth ministry and pastoral care. Thru life twists and turns, I suppose I ultimately found my way into "financial ministry".
6) Most Profound client experience: I had met Patricia (and her mother), when I was working a booth at the KY State Fair. A few months after we first spoke, Patricia informed me that they discovered Larry (her husband) was diagnosed with cancer, and it had quickly progressed. Naturally they were upset. I told Patrica I wanted to come over one evening so I could meet Larry. I felt that it was important for me to know his story, and the things he held most dear to him, while he was still with us. It allowed for us to talk thru some things about what they wanted. I am sure Larry was grateful to know that Patricia was going to be taken care of and that I knew his wishes.
7) What do clients need to know about Limestone WM: As independent financial advisors we are able to offer our clients a comprehensive solution to their financial concerns of retirement, savings, and protecting against a myriad of "what if's" in life.
8) Best Business Advice: Do the hard things first, and don't put off to tomorrow, what you can do today.
9) What is something most people don’t know about you: After college I spent time traveling as a missionary photographer. It wasn't with a particular organization or denomination. I would spend a week or two with a missionary and help them put together whatever media products they needed/wanted. It started out just taking photos for their periodic newsletters. It led to me creating videos and short messages to send back to share with the churches and people who financially supported them. At the time it was a rather new idea; prior to MySpace or Facebook, it was difficult for missionaries to get their message back and to show what God was doing around the world. It was a self-funded project so I wasn't able to do it as long as I would have liked, but it was a really special experience.