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1035 Frederica Street
Ste. 100
Owensboro, KY  4230

Phone:       (270) 926-4747
Toll Free:   (800) 588-1598                                  
You have plenty of things to worry about—your financial well-being should not be one of them. Let us help you plan for the future! Whether your goal is saving money for your child's education, preparing for retirement, buying a home, or building a business, important financial choices must be made. To assist in these decisions, you need the skill and experience of a financial professional who understands your concerns and shares your vision.

We help our clients address the following concerns:
  1. What is the likelihood that I will run out of money?
  2. If something unexpected were to happen to me, what are the chances I would leave my family financially the way I want?
  3. When it comes time to distribute my estate, will it go to whom I want, in the way I want, and in the most tax-efficient manner?
  4. How should I manage my investments and other financial resources to maximize the likelihood of achieving my goals?
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  • What are some tips for creating a budget and sticking to it?
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

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Check the background of this financial professional on FINRA's BrokerCheck.