Education

• J.D., University of Kentucky (1983)
• B.S., University of Kentucky (1980)
• Certified Public Accountant (1985)

Bar Admissions

• Kentucky Supreme Court
• U.S. District Courts for the Eastern and Western Districts of Kentucky
• U.S. Tax Court

Affiliations

• American Bar Association
• Kentucky Bar Association
• Fayette County Bar Association
• American Institute of Certified Public Accountants
• Kentucky Society of Certified Public Accountants
• Society of Financial Service Professionals

Professional Highlights

• Appointed by various courts to act as a fiduciary for various estates, trusts and guardianships
• Member, Bowles Rice Executive Committee
• Frequent speaker at seminars relating to business planning, estate planning and administration, charitable giving and probate-related subjects
• Contributing author to Kentucky Wills and Trusts, a publication of the University of Kentucky
• Speaker at the University of Kentucky’s annual Midwest/Midsouth Estate Planning Institute
• Speaker at the West Virginia Society of CPAs annual Tax Institute
• Board Member and Past Chairman, Nursing Home Ombudsman Agency of the Bluegrass, a United Way agency
• Past Chairman, Kentucky Bar Association Tax Section
• Past President, Bluegrass Estate Planning Council
• Former Board Member, Kentucky Christian Foundation
• Former Board Member, St. Joseph Hospital Foundation
• Past Chairman, Lexington Rotary Club’s Cardinal Hill Committee
• Former Member, Cardinal Hill Foundation Professional Advisory Committee
• Past Chairman, Trinity Hill School Board
• Former Adjunct Professor at the Lexington Community College and Sullivan Junior College