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
25
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
  • Small Business
  • Investment Management
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Saving for Education
  • Christian Financial Strategies
  • Family Finances

Community participation

  • The Nashville Choir
  • The Oasis Center Nashville
  • Nashville Mens Rescue Mission
  • Nashville Women's Rescue Mission

Interests

I’ve been married to my wife Susan for over 25 years and we have two children, Clayton and Savannah. Since moving to Nashville in 1996, I’ve remained active in the music community as a songwriter and former recording artist. I’m also passionate about sports and enjoy supporting Savannah in soccer and Clayton in hockey. My life is grounded in family, creativity, and community involvement.