For over a decade, Chip has brought his simplistic approach to financial planning to help his clients prepare for the future in terms that are easy to comprehend and implement. As a Financial Advisor, he has a deep commitment to building relationships and helping people identify their most important financial goals.
Holistic, well-rounded advice that is easy to follow and understand is the hallmark of Chip's approach. He believes that being an open book and being easily accessible to his clients is the most important aspect of building trust and long-term relationships. Striving to help middle America obtain financial security, Chip focuses on working with the people who keep the country running - teachers, nurses, factory workers, etc. Growing up with a road construction worker and a teacher as parents, he saw firsthand how hard saving and planning for the future can be.
Passionate about spreading financial literacy and understanding, Chip frequently hosts financial wellness classes at the High Schools and Colleges in his area. He believes saving and planning are commonly overlooked in education and strives to help build foundational habits for future generations.
Chip spent two years at Georgetown College where he played Football and Basketball. Deciding to spend more time focusing on his studies, he transferred to Eastern Kentucky University and obtained a degree in Mathematics and Statistics. Upon graduation he immediately began his career in the industry. Chip holds series 6, 7, 66, 63, and 26 registrations, along with his life insurance license.
While Chip works out of the Lexington office, he resides in Richmond, KY with his wife, Stephanie, and two children, Lyla, and Tanner. Chip states that his greatest achievement in life is being a dad and spends as much time as possible with his children, whether it's playing golf, swimming, going to the park, cheering on UK sports, or simply playing around the house.