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


Building and Preserving Wealth

My fundamental approach is to help you carefully build your family’s wealth over time, taking advantage of growth opportunities when present and—at other times—skillfully weathering economic downturns.  The goal is to guide you toward your financial objective, regardless of the tenor of the times, and help preserve your wealth for the future.

Portfolio Management

 Managing wealth can be as difficult as creating it. The proliferation of new investment products and the intertwining of a global economy are only some of the factors making today’s financial markets extremely complex. Keeping up-to-date on economic trends, and understanding how they impact your investments, can be complicated.

My goal is to help protect your assets through systematic portfolio analysis. Depending upon your investment needs, your portfolio may be managed by professionals chosen for their experience and performance history.

 Retirement Planning

However and whenever you retire, you need to make sure you are financially secure. Since people are living longer, the average 65 year old should plan to have retirement savings which can last 20 years or longer.* As you get older, you are likely to face rising and significant health care expenses.

I can help you create a plan to prioritize your long-term retirement goals and develop an investment strategy structured to achieve them.

* National Center for Health Statistics, United States Life Tables, 2003.


Insurance products through Hilliard Lyons can give you the peace of mind you need to help you sleep at night.  From Life Insurance Strategies, Key Man Insurance or Insurance to fund Buy-Sell agreements, we can help you protect your most valuable assets.

 Trusts and Estate Planning

When you have a substantial amount of wealth, transferring your assets to your loved ones can be complicated. Rather than allowing taxes to eat away at your legacy, take advantage of the strategies and tools available to preserve the wealth you have accumulated. Hilliard Lyons—in conjunction with its affiliate company, Hilliard Lyons Trust Company, LLC—can develop a wealth transfer plan that takes into account your hopes and dreams for your family, any special needs they may have, your philanthropic goals and the amount of money you need to retain for your own purposes.

 Funding for Higher Education

Together with Hilliard Lyons, I can help you create a strategy for paying the cost of higher education. We’ll help you determine which types of investments, such as a Coverdell ESA, a 529 Plan or traditional investment options like stocks, bonds or mutual funds, are right for you.

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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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