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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • East Tennessee State University, Bachelor of Business Administration, Finance

Awards & recognition

  • Vantage Point Financial Planning, Forbes Best-in-State Wealth Management Teams, 2024
  • Vantage Point Financial Planning, Ameriprise Client Experience Award, 2020-2022

Professional associations

  • Scott County Chamber of Commerce

Honored to be recognized in Forbes

I’m excited to share that Vantage Point Financial Planning has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Interests

In my time off I like being in the great outdoors and watching/participating in various sporting activities. Also, enjoy spending time with my family.