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ABOUT
ELMORE FINANCIAL
Passionate About Helping You Achieve Financial Success
With a background in finance and being a school principal, I had three core values that I would not change - honesty, do what was best for people, and do what you say you are going to do. Let me help you increase your retirement money and reduce taxes you have to pay today!
This is a great space to inform you about the services we offer. We are dedicated to providing personalized tax planning and consulting services that cater to your unique financial needs. Our team is committed to helping you achieve financial success and security. We are passionate about making a positive impact on your financial future.
Education
- MAE Western Kentucky University, 1997
- BS Western Kentucky University, 1993
- Certifications
- Superintendent, WKU 2008
- Principal K-12, Level 1 and 2, 2007
- Guidance Counselor, K-12, 2000
- Computer Science, 1993
- Business / Finance, 1993
Course Work
- UK Income Tax Seminar (C25956), 2023
- UK Income Ethics Seminar (C25955), 2023
- Anti-Money Laundering (C78856), 2023, 2022
- Distribution Planning (C07200), 2022
- Cybersecurity (C11088), 2022
- Fundamentals of Estate Planning (C99699), 2022
- AML Practices for Insurance (C24751), 2022
- Developing a Client (C93837), 2022
- Annuity Training 8 hour (C95878), 2021
Licensing
- Sale of Heath Insurance
- Sale of Life Insurance
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