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About me

Although I am not a practicing attorney, as a Vice President and Senior Wealth Planner at PNC Wealth Management in Louisville, Kentucky, I advise PNC clients and prospective clients on matters relating to estate, tax, financial, and business succession planning. 

Before joining PNC, I practiced law at Wyatt, Tarrant & Combs, LLP focusing on estate planning, estate administration, and business law matters for Kentucky and Florida private clients, family businesses, and fiduciaries.

You can learn a little more about me through my LinkedIn profile.



Practice areas


  1. Business: 35%
    12 years
  2. Trusts: 35%
    11 years
  3. Estate Planning: 30%
    10 years

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Contact info

PNC Wealth Management

101 South Fifth Street
Louisville, KY, 40202-3157


FLMember in Good Standing200706/21/2016
KYAuthorized to practice law200408/09/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
JD awarded with distinction (top one-third of class)Stanford Law School2004
AB awarded summa cum laudePrinceton University2000
Phi Beta KappaPrinceton University2000
Woodrow Wilson School Senior Thesis PrizePrinceton University, Woodrow Wilson School2000
Edward Sampson Class of 1914 Prize in Economic GeologyPrinceton University, Geosciences Department2000
Work experience
TitleCompany nameDuration
Vice President - Senior Wealth PlannerPNC Wealth Management2010 - Present
Senior AssociateWyatt Tarrant & Combs2004 - 2010
Association namePosition nameDuration
Louisville Bar Association, Probate and Estate SectionVice-Chair2010 - Present
Kentucky Bar Association, Probate and Trust Law SectionMember, Legislative Committee2010 - Present
Louisville Rowing ClubBoard Member2009 - Present
Estate Planning Council of LouisvilleN/A2008 - Present
Florida Bar, Real Property, Probate and Trust Law SectionN/A2007 - Present
Publication nameTitleDate
Insights Magazine (Willamette Management)Doing Good While Doing Well: Charitable Planning With the Closely Held Business2010
Kentucky Estate Planning, 3rd ed.Estate Planning Issues for S Corporations2009
Natural Resources JournalThe Coase Theorem and Western U.S. Appropriative Water Rights2005
School nameMajorDegreeGraduated
Stanford Law SchoolN/AJD - Juris Doctor2004
Princeton UniversityN/AAB2000
Speaking engagements
Conference nameTitleDate
National Business InstituteS-Corporations: Organization, Operation, and Estate Planning Considerations2010
National Business InstituteCorporate and LLC Organization and Operation2010
National Business InstituteBuy-Sell Planning for Business Entities2010
Louisville Bar Association - Probate SectionKentucky Fiduciary Law and Socially Responsible Investing2010
Hoosier Hills Estate Planning CouncilTax and Non-Tax Recent Developments of Interest to Estate Planners2010
37th Annual Midwest Estate, Tax & Business Planning InstituteRecent Developments of Interest to Estate Planners2010
National Business InstituteConsiderations in Planning for Incapacity2009
National Business InstituteTransfer Tax Considerations in Drafting an Effective Estate Plan2009
National Business InstituteTransfer Tax Issues in Estate Administration2009
Louisville Bar Association - Probate SectionYour Client Moved to Florida - Now What? Florida Issues for Kentucky Estate Planners2009
20th Annual Estate and Business Planning InstituteRecent Developments of Interest to Estate Planners2009
12th Annual Estate Planning InstituteTax and Non-Tax Recent Developments of Interest to Estate Planners2009
National Business InstitutePlanning for the Non-Taxable Estate2008
National Business InstituteTransfer Tax Considerations in Drafting an Effective Estate Plan2008
Louisville Bar Association - Probate SectionRecent Developments of Interest to Estate Planners2008
LormanTrust Administration in Kentucky2008
Kentucky Bar Association Corporate House Counsel Section Annual MeetingEstate Planning Considerations in Corporate Liquidity Events (co-presenter)2008
35th Annual Midwest/Midsouth Estate Planning InstituteEvaluating Risks and Rewards of Testamentary and Revocable Trust Planning (co-presenter)2008
National Business InstituteAn Introduction to the Use of Charitable Techniques in Estate Planning2007
National Business InstituteConsiderations in Planning for Incapacity2007
Louisville Bar Association - Probate SectionNon-Tax Aspects of Family Business Succession Planning2007