My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.

Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

Interests

  • Small animal rescue and adoption
  • Small animal training

Community Participation

It is indeed an honor to participate in an organization so accomplished Locally, Nationally and Internationally as is Rotary International. I have been honored to serve twice as president of my local chapter "Knoxville Volunteer Rotary". We participate in our community and Internationally. We pool our resources and talents to participate in such programs as the eradication of polio, drilling drinking water wells in third world countries, hosting visitors from foreign countries and locally providing reading materials and encouragement to 1st and 2nd grade children. We recently provided a service dog to a local disabled veteran.

22
Years of Experience ?

Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

  • BS Bachelor of Science with major areas of study in Finance and Marketing
  • University of Tennessee - Knoxville

Previous Experience

  • Served as VP and Board Member with Boiler Supply Company, 23 years

My Videos(1 videos)