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 Gene 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 me wife, my kids (2 daughters, one son-in-law), my church, my dog, nice people, nature, Kiwanis, Andy Griffith, craftsmanship, history, generosity, Dave Matthews Band, hummingbirds, humor, Big Green Egg, Rush, art, Bible study, and “The Woodwright’s Shop. I deeply enjoy making a deep 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 11 states. I have life and health insurance licenses as well as Series 6, 63, and & securities registrations, meaning I can assist a client in practically any investment short of buying and selling direct real estate.