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Biography

Boone is a Senior Associate in the Louisville office, where he serves as a financial advisor. He is responsible for providing Business Owner Financial Planning and Risk Management services to privately held businesses and personal planning clients. Additionally, Boone works closely with the firm’s tax and accounting specialists to service the additional business needs of the firm’s clients.

Prior to joining Cerity Partners, Boone spent three years as a Business Owner Financial Planner at ARGI Financial Group. Before ARGI, he worked as a Registered Representative of New York Life Insurance Company for four years.

Learn more about my practice.

Education

  • B.S. in Business Administration with a focus in Finance and Economics from the University of Louisville

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Earned the rank of Eagle Scout from the Boy Scouts of America

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.