Wisdom, Discipline, Humility, Transparency
Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That's why we've built a team of 10 wealth management professionals with 4 CERTIFIED FINANCIAL PLANNERS™ and over 160 years of combined experience to offer an all inclusive range of wealth management services. In today's uncertain times that's what it takes to navigate successfully through your retirement. You only get one chance to do it right.
Experience your retirement with a premier wealth management team.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Everyone’s journey is unique. Your wealth management strategy should be too. As Wealth Advisors at Hilliard Lyons, that philosophy guides the way our team works. We get to know you, learning your goals and ambitions, so that we can build a personal financial roadmap to take you where you want to go. We use the firm’s breadth of capabilities and knowledge accumulated over more than 160 years to tailor wealth strategies based on your actual needs, not a hypothetical simulation. Here, wealth management is about more than markets and returns. It’s about setting your own path, and reaching your greatest potential. Let us help you write your story.
Our ongoing service commitment, collaborative work environment, family atmosphere, and breadth of resources available are just a few reasons why retiring with us is the right choice for you.
We have created an environment where our collaborative approach to working with clients flourishes. Each stage of life brings its own unique set of challenges, considerations, and opportunities. Over the course of your retirement you will work with each member of our team as your needs change. Today's uncertain times makes working with a group of professionals a necessity, not a luxury. Come see how this approach can benefit you.
Senior Vice President, Wealth Advisor
Branch Operations Manager
In 1854, Hilliard Lyons was founded on a promise: we will always work to put our clients first. Today, we are dedicated as ever to maintaining the highest standards of service, integrity and discretion that we’ve become known for. Through life’s ups and downs, our team will remain steadfast in our commitment to serving you, your family, and your future.
Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future and mapping a path to long term financial stability.
When you turn to Hilliard Lyons, you gain access not only to our dedicated wealth advisor team, but to the strength of an entire family of connected financial experts.
Through decades of professional experience and community involvement we have developed an extensive network of resources to work with us in serving our clients.We work with your other trusted advisors including your CPA and Attorney, and help partner you with new ones that fit your needs.
Want to learn more about us? Explore the process, values and experience we use to help you get where you are going.
Our team creates thoughtful financial strategies that are uniquely tailored to your needs and goals.
Quality, perspective, honesty and integrity: our core values are at the center of everything we do.
Our education and industry experience have perfectly prepared us to guide you.