Advisor profile


Personalized advice to help you achieve your goals

 I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, 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, I can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Administration, 2013, Finance East Tennessee State University, Johnson City, TN

Interests

Life is easier when you enjoy what you do for a living. I find great pleasure in helping people navigate the financial obstacles that can keep them from living the life they want. When I am away from the office, there are many activities that I enjoy doing in my spare time.

  • Golfing
  • Spending time with family & friends
  • Exercising
  • Traveling
  • Reading
  • Outdoor activities
  • Landscaping / Gardening

Awards & recognition

  • Vantage Point Financial Planning, Ameriprise Client Experience Award, 2020

Professional associations

  • Knox County Chamber of Commerce