After graduating from the University of Kentucky in 1990, I enjoyed three decades as a clinical pharmacist facilitating high level patient centered care in various acute care hospitals and specialty home infusion centers. I left the world of healthcare to focus on the financial health of others. I especially enjoy financial planning with an eye toward tax efficient strategies to minimize tax burdens for estates and retirees. In my free time I enjoy tinkering with and driving antique Harleys and muscle cars; as well as traveling, hiking and fly fishing.
For more than 23 years, Bullseye has guided successful individuals and families with strategies built on clarity, discipline, and fiduciary care. Founded with one purpose, to provide truly independent advice free from commissions or product sales. That mission continues to define us today. We currently operate 8 offices across 3 states (Ohio, West Virginia, & Kentucky), serve clients nationwide and internationally.
Offices in Louisville, Bardstown & Florence, KY. Huntington and Hurricane, WV.
General Information |
| Firm Start Year: | 2002 | |
| No. of Employees: | 5-9 | |
| Name of Custodial Firm: | Axos Advisor Service |
| Number of Years with Current Firm: | 6 |
| Work Experience: | Drug Emporium, 1990-1993 Columbia HCA Hospital, 1993-1997 University of Louisville Hospital, 1997-1998 Jewish Hospital, KentuckyOne Health, 1998-2019 Bullseye Investment Management, Senior Investment Advisor, Partner 2019-Present |
| Work with the following types of clients: | Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Wealth Management |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds |
| Can meet clients in the following ways: | Our Offices, Your Home, Our Office, Phone, Email, Your Office, Video Conference |
Firm Information |
| Assets Managed by Firm: | 213,646,725 |
| Advisor's Number of Clients: | 205 |
| Advisor's Number of Managed Clients: | 205 |
| Advisor's Number of Planning Clients: | 205 |
| Assets Managed by Advisor: | $51,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | See Below |
| Additional Details on Charges: | Total Asset Under Management Annual Fee $250,000-$500,000 1.5% $500,000-$1,000,000 1.25% $1,000,000-$2,000,000 1.1% $3,000,000-$5,000,000 0.90% $5,000,000 + negotiated **** We apply simple FLAT, NON-TIERED asset based pricing. .**** Stated fees are applied to all assets in each and every account in the client family. *ALL FEES ARE NEGOTIABLE |
Education |
| BS Pharm - Pharmacy | Kentucky - Lexington 1985-1990 |
| BS Pharm - Pharmacy | Kentucky - Lexington 1985-1990 |
Financial Services |
| Portfolio Management
I build custom portfolios based on each clients projected needs, future goals, risk tolerances and time horizons. All of our portfolios are managed on an 'active' basis meaning we continuously monitor and make changes as deemed necessary and appropriate. |
| Retirement Planning
I utilize a variety of no commission products designed to meet each client's specific overall retirement goals, including but not limited income generation and risk reduction. I analyze and recommend multiple tax efficient strategies including Roth conversions when appropriate. |
| 401K Rollovers
I examine each specific situation to see if a 401k to IRA rollover is appropriate based on the clients age, financial condition and needs. I will discuss the pros and cons of each conversion. When deemed advantageous, I will guide and manage the process from start to completion in a low stress tax free manner. |
| Education Funding and Planning
While I do offer and mange ESA accounts for client's children and grandchildren, I believe that college funding should come from a variety of sources and I am happy to advise clients on how various "pieces of the pie" can be orchestrated to meet the overall objective. |
| Wealth Management
I advise clients on multiple strategies geared toward not only efficient wealth management for this generation but also for the tax efficient transfer of wealth to future generations. |
| Risk Management
I routinely evaluate and heavily incorporate a suite of "Buffered" funds that incorporate varying degrees of market downside protection, based on clients stated risk tolerance. I can build a portfolio that offers exposure to market appreciation for long term growth with hedged protection. |
| Portfolio Management
I build custom portfolios based on each clients projected needs, future goals, risk tolerances and time horizons. All of our portfolios are managed on an 'active' basis meaning we continuously monitor and make changes as deemed necessary and appropriate. |
| Retirement Planning
I utilize a variety of no commission products designed to meet each client's specific overall retirement goals, including but not limited income generation and risk reduction. I analyze and recommend multiple tax efficient strategies including Roth conversions when appropriate. |
| 401K Rollovers
I examine each specific situation to see if a 401k to IRA rollover is appropriate based on the clients age, financial condition and needs. I will discuss the pros and cons of each conversion. When deemed advantageous, I will guide and manage the process from start to completion in a low stress tax free manner. |
| Education Funding and Planning
While I do offer and mange ESA accounts for client's children and grandchildren, I believe that college funding should come from a variety of sources and I am happy to advise clients on how various "pieces of the pie" can be orchestrated to meet the overall objective. |
| Wealth Management
I advise clients on multiple strategies geared toward not only efficient wealth management for this generation but also for the tax efficient transfer of wealth to future generations. |
| Risk Management
I routinely evaluate and heavily incorporate a suite of "Buffered" funds that incorporate varying degrees of market downside protection, based on clients stated risk tolerance. I can build a portfolio that offers exposure to market appreciation for long term growth with hedged protection. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
|
Additional Detailed Disclosures |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| Bardstown, KY, Florence, KY, Louisville, KY, Huntington, WV, Hurricane, WV, Cincinnati, OH, Columbus, OH, Dayton, OH |
| Check | Bank Transfer |
| Visa | MasterCard |
| American Express | |
 |