As the Lead Financial Planner at Lively Financial, I help clients achieve their financial goals in a fiduciary and fee-only capacity. I have a strong background in investment management, financial services, and financial advisory, with multiple certifications from FINRA and the Department of Insurance for the State of Kentucky. I am passionate about providing personalized and comprehensive financial planning solutions that align with the clients' needs, values, and preferences. I would love to hear from you and discuss how I can serve you. Reach out with any questions or to setup an initial consultation.