Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Intergenerational Planning
  • Investment Management

Education

  • University of Tennessee - Bachelors in Business Administration - Finance

Interests

I have a pretty diverse mix of interests that keep me busy when I am not in the office. Playing acoustic guitar is one of my favorite ways to unwind—my love for the instrument far outweighs my ability. Brazilian jiu-jitsu is another big part of my life; it's a challenge, both physically and mentally, and I’m always working to get better. When I need a break, you’ll probably find me reading a good book. I also love spending time outdoors—whether it’s hiking through the trails, fishing, or hunting, nature has a way of putting what's important into perspective. I love doing all this with my lovely fiance Ellie, and our goofball dog, Goose.