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
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Estate Planning Strategies
  • Saving for Education

Education

  • MBA Master of Business Administration, University of Tennessee, Chattanooga TN
  • BS Bachelor of Science, Finance. University of Tennessee, Knoxville

Interests

I enjoy spending quality time with my daughter and making those precious memories as she matures into a young woman. I enjoy spending equal time on my mountain and road bikes, paddle boarding, sporting and music events and discovering new places to eat and traveling with my best friend.