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
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. in Biblical Studies Liberty University 2009

Awards & recognition

  • Hardin Valley Wealth Management, Ameriprise Client Experience Award, 2021

Community participation

  • Sponsor for Fishers of Men National Tournament Trail
  • Volunteer with Second Harvest Food Bank
  • Official Drop Off Location for Toys for Tots

Interests

  • My wife, Lee Ann, and I enjoy going to the beach, camping and hiking.
  • We love playing with our daughter Caroline.
  • I enjoy bass fishing and big game hunting.