Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
31
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
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Louisiana Tech University - B.S. Finance 1992

Previous experience

  • Financial Advisor - Ameripise Financial Services, Inc., 2005 to present
  • Managing Director - PowellJohnson, Inc., 2002 - 2004
  • Trader - Integral Investment Management, LP, 2001 - 2002
  • Institutional Sales Trader - Stephens Inc., 2000 - 2001
  • Vice President - J.C. Bradford & Co., 1992 - 2000

Community participation

I am active with my two boys in BSA Troop 130 in Franklin, TN.

Interests

  • I am married with 2 boys - Wife(Molly) Boys(Ben & Sam)
  • I enjoy playing tennis, golf, and working in the yard.