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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

  • Volunteering
  • Scuba Diving
  • Fishing
  • Camping
  • Exercise and fitness

Community Participation

  • Knoxville Area Red Cross - FAST (First Aid Station Team) Medical Leader
  • Current President Kingston Century Club (sports booster club)
  • Member and Past President of Optimist Club of West Knoxville
  • Volunteer and Organizer for annual "Plug In To Your Community"
    An electronics recycling event
  • Volunteer for Humane Society of the Tennessee Valley

Areas of Focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Experience

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

  • ITT Technical Institute - Knoxville, TN

My Photos Show Thumbnails

Plug Into Your Community recycling event

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.