Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Social Security Retirement Benefits
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies


  • APMA™ Accredited Portfolio Management Advisor™


  • Master of Science in Business Administration, Finance, University of Memphis, Memphis, Tennessee
  • Bachelor of Business Administration, Financial Economics, University of Memphis, Memphis, Tennessee


  • My passion is spending time with family and friends.
  • When I am not meeting with clients, you can find me at the local YMCA or barbecuing with my wife, Kate.
  • Living just south of Nashville, I am always looking to try out new cuisine around the Nashville area. I would love to connect for a meal and try out a new restaurant!
  • I enjoy keeping up with the latest sports news, attending local sporting events, and playing basketball.
  • I threw the Shot-put and Discus at the University of Memphis, so I am passionate about coming along side local high school kids to help them perform at the highest level.