Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Community participation

  • The Nashville Choir
  • The Oasis Center Nashville
  • Nashville Mens Rescue Mission
  • Nashville Women's Rescue Mission

Interests

I love being involved in the community and participating in many activities which include, basketball, golf, and music. I have been married for over 10 years to my wife Susan and we have a young son named Clayton born to us in March of 2009, and a daughter Savannah, born to us in May of 2011.

My photos

1 albums
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