Independent Financial Services for Your Financial Independence
Professional Financial Advisory Team
Chairman of the Board
• Founding director of Kentucky Trust Company
• Officer of Kentucky Trust Company since 2001
• Former president, Jackson of Danville Furniture
• U.S. Military Academy, BS, 1983
• Harvard Business School, MBA, 1991
• Certified Trust and Financial Advisor (CTFA)
• Past Chair, Danville/Boyle County Chamber of Commerce
• Past President, Heart of Kentucky United Way
• Treasurer, Boyle County Industrial Foundation
• Director, Ephraim McDowell Health
Chief Financial Officer
• Founding officer of Kentucky Trust Company
• Elected director of Kentucky Trust Company in 2000
• More than 15 years of banking and trust experience
• University of Kentucky, BA, 1991
• Certified Trust and Financial Advisor (CTFA)
• Graduate of Cannon Financial Institute, Trust School
• Graduate, Leadership Boyle County
• Danville Rotary Club
Trusts and Estates
• Founding officer of Kentucky Trust Company
• More than 15 years of banking and trust experience
• Eastern Kentucky University, BS, 1985
• Certified Trust and Financial Advisor (CTFA)
• Graduate of Cannon Financial Institute, Trust School
• Past president, Boyle County Fair Board
• Danville Kiwanis Club, Club Secretary
• Graduate, Leadership Boyle County
Employee Benefits
• Officer of Kentucky Trust Company since 2000
• Elected director of Kentucky Trust Company in 2007
• More than 11 years of banking and trust experience
• Centre College, BA, 1997
• Certified Retirement Services Professional (CRSP)
• Graduate of Cannon Financial Institute, Employee Benefits School
• Graduate, Leadership Boyle County
• Treasurer, Happy Paws Spay/Neuter Clinic
Business Development
• Elected director of Kentucky Trust Company in 2006
• Former local market president and regional manager of business banking division of National City Bank, Kentucky
• 30 years of experience as a banking executive in Kentucky
• University of Kentucky, BBA, 1975
• Graduate School of Banking of the South, Louisiana State University, 1990
• Past Chair, Leadership Boyle County
• Past President, Danville Rotary Club
• Graduate, Leadership Boyle County
• Past Chair, Ephraim McDowell Health
Wealth Management
• Officer of Kentucky Trust Company since 2006
• Former Vice-President, Wealth Management at Smith Barney
• Former account executive with Kentucky Apparel, LLP
• Western Kentucky University, BS, 1997, Magna Cum Laude
• Owen Graduate School of Management, Vanderbilt University, MBA, 2002
• Certified Financial Planner® (CFP)
• Founded Kentucky Trust Company in 1995
• More than 30 years of banking and trust experience
• Retired Commander, U.S. Navy Reserve
• Centre College, BA, 1965
• University of Kentucky, MBA, 1969
• Certified Retirement Services Professional (CRSP)
• Certified IRA Services Professional (CISP)
• Past President, Centre College Alumni Association
• Past Chair, Danville/Boyle County Chamber of Commerce
• Officer of Kentucky Trust Company since 2008
• Murray State University, BS
• University of Louisville School of Law, JD
• Certified Public Accountant (CPA)and a Certified Financial Planner® (CFP)
• More than 20 years of trust, investment, and estate planning experience
• Board member, United Way of Northeast Kentucky
• Board member, The Foundation for the Tri-State
• Officer of Kentucky Trust Company since 2001
• More than 10 years of finance and trust experience
• University of Kentucky, BA, 1996
• More than 13 years of banking and trust experience
• Eastern Kentucky University, BBA, 1992
• Certified Trust and Financial Adviser (CTFA)
• Certified IRA Services Professional (CISP)
• Graduate of Cannon Financial Institute, Trust School
• Officer of Kentucky Trust Company since 2005
• More than 4 years of banking and trust experience
• Milligan College, BA, 1998
• East Tennessee State University, MBA, 2001
• Accredited Fiduciary Investment Manager (AFIM)
• Graduate of Cannon Financial Institute, Investment Management School
• Officer of Kentucky Trust Company since 2006
• Morehead State University, MA, 2001
• University of Kentucky, BA, 1995
• Currently working towards certification as a Certified Trust and Financial Adviser (CTFA)
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