Pivot Point Wealth

I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when your decisions around money and life match your values.

We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as your guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads.

I was born and raised in Brandenburg, KY. I lived and worked in Lexington as a financial planner for the first nine years of my career before deciding to follow my heart back to Brandenburg and start my own firm. I’m a ginger by birth, a planner by nature, and a husband and dad by choice. When I’m not geeking out on financial news or spreadsheets, you’ll find me outside running, in the garage finding any excuse to use power tools, on a patio with friends and family, or playing sports…any sport…yes, even croquet.

Have a money-related question that's keeping you up at night, or would you like to hear more about how I was mistaken for a local within 24 hours of setting foot in Ireland (yeah...true story)? Don't be shy. Reach out and say hello!