Advisor profile

What you can expect when you work with me

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.

Get started

Areas of focus

  • Family Finances
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance

Education

  • Bachelor of Science, 2021, Finance, Tennessee Tech University, Cookeville, TN

Awards & recognition

  • Vantage Point Financial Planning, Forbes Best-in-State Wealth Management Teams, 2024
  • Vantage Point Financial Planning, Ameriprise Client Experience Award, 2020-2022

Honored to be recognized in Forbes

I’m excited to share that Vantage Point Financial Planning has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

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