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4801 Olympia Park Plaza | Suite 1000 | Louisville, KY 40241 | 800-395-5966 | Map/Directions




4801 Olympia Park Plaza
Suite 1000
Louisville, KY 40241

800-395-5966

WELCOME TO HILLIARD LYONS

I value your time, so I’ll get right to the point:  I’d like to be the Financial Consultant to help you and your family get where you want to be.

Whether its purchasing a new home, sending children to college, preparing for retirement, selling/passing along a business or building a lasting legacy, I’ll help you find the personalized investment strategy that’s right for you.

The complexity of todays economy makes building, protecting and passing along your wealth to the next generation more difficult than ever.  And navigating the intricacies of business trends, evolving technologies and governmental policies make going it alone an increasingly risky proposition.

At Hilliard Lyons, wealth management is about more than markets and returns.  We understand that as your life unfolds, your priorities change…and that your wealth management strategy should change as well. 

I invite you to call or email me today to find out more.

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    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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Check the background of this financial professional on FINRA's BrokerCheck.