9627 Wall Street,
Founder - Wealth Manager
President – Wealth Management Division Partner
Director of Operations – Corporate
Director of Operations – Northern Territory
Director of Operations – Central Territory
Director – Marketing
Financial Services Coordinator
(859) 224-1211 ext. 4
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.