About Us
I am a second-generation financial advisor to the office my father-in-law, Jim Rosby, opened over 40 years ago. His legacy of deeply serving longtime friends and families in the Ashland and surrounding areas is a very meaningful experience and foundation of my business. I assure that my clients are heard, and that I understand their unique needs when recommending a financial strategy. I also work to implement a comprehensive and holistic, long-term financial strategy to pair with quality investments that align with long-term goals and needs.
Helping others is an integral part of who I am, and I am passionate about the invaluable benefit of financial stewardship and legacy for individuals and families. As an Ashland native, I deeply value serving multi-generational families, local businesses, farmers and those connected to my hometown.
