- Fellow of the American College of Trust and Estate Counsel (ACTEC) (2020-present) (Appointed member of ACTEC’s Practice Committee and Tax Policy Study Committee, 2021-2022)
The American College of Trust and Estate Counsel, ACTEC, is an international organization of approximately 2,600 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors. - Recognized by Louisville Magazine’s 2016 survey of Louisville Bar Association members as a “Top Lawyer” in Trusts, Wills, and Estate Law.
-
Louisville Bar Association. (Chair of the Probate Section, 2011)
-
Member, Legislative Committee of the Probate and Trust Law Section of the Kentucky Bar Association (2010-2012; 2015-present)
-
Estate Planning Council of Louisville (Member of Executive Committee, 2014-present) (President, 2019-2020)
-
Kentucky Bar (admitted 2004, Bar No. 90463).
-
Florida Bar (admitted 2007, Bar. No. 44890).
- Certified Financial Planner (CFP®) (2011-present)
- Chartered Life Underwriter (CLU) (2012-present)
