I am the Chief Investment Officer of Intentional Wealth Planning, A Member of Advisory Services Network, LLC, and the creator of the Intentional Wealth Planning Process. For over two decades, I have helped business owners and executives in building and working to protect their wealth so that they can enjoy a retirement with less stress and more joy. I am also a financial educator and speaker. I have shared my financial knowledge with various organizations and universities such as Eastern Kentucky University, Marymount University, and Corner to Corner.

I use a compassionate approach to help my clients. I firmly believe that all planning should start with the client’s “why” and their vision. Successful business owners, professionals, and executives who have accumulated wealth deserve the best advice, which means having access to a professional team to equip them with an integrated plan including financial planning, estate planning, business planning, risk mitigation, and tax planning.

My passion for building, and a goal to protect, and preserve wealth comes from a personal family experience. I witnessed firsthand the devastating effects from the lack of planning and unnecessary taxes, which resulted in the family farm being transferred to unintended individuals with no legacy planning. I am dedicated to ensuring my clients do not face similar challenges, and instead, can leave a lasting legacy for their loved ones.

In addition to helping my clients and the professional planning community, I am also passionate about supporting local charities and participating in mission trips. I am one of the Founders of the C. Todd Riley Foundation. Giving back to my community is a vital part of my life. I am also a proud member of CrossPoint Church.

I enjoy golfing, reading, and traveling. On an even more personal note, I have a deep affection for officiating loved ones' weddings, which began as a joke with my oldest niece, Savannah. As I get older, I value my relationships above all else. I love spending time with friends and family, including my wonderful nieces and nephews, a great-niece and 2 great-nephews.