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
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Family Finances
  • Saving for Education
  • Insurance
  • Domestic Partner Planning
  • Investments

Education

  • Lipscomb University, Bachelor's degree

Previous experience

  • Program director - Nelson and Sue Andrews Institute for Civic Leadership, 2013 - 2015

Interests

-Yoga

-Running

-My family

-Our daughter, Scarlett, and Golden Doodle, Mia

-Vacationing at the Portofino Island Resort and Spa, in Pensacola Beach, FL.

My photos

1 albums
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