Bio

I have been in retirement planning since 1986, with practically the entire time as fiercely independent and self employed.

My brother and I hit the genetic lottery by being born into the home of Louis and Geno Trible in Henderson, KY. I hit the marital lottery by meeting Joanne when we were students at Murray State University. My degree is in Fine Art with emphasis on design / materials and stained glass.

My favorite things are my wife, my kids (2 daughters, one son-in-law, the cutest grandson to have walked the planet), my church, great memories of our dog, nice people, nature, Andy Griffith, craftsmanship, history, generosity, Dave Matthews Band, hummingbirds, humor, Big Green Egg, Rush, art, Bible study, and “The Woodwright’s Shop. I greatly enjoy making a true connection with my clients, linking their deepest goals to their money to help deliver confidence.

I have designations of Chartered Life Underwriter (CLU) and Chartered Retirement Planning Counselor (CRPC) and have licenses and clients in 13 states. I have life and health insurance licenses as well as Series 7, 6, 63, and & securities registrations, meaning I can assist a client in practically any investment short of buying and selling direct real estate.