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

  • Tax Planning Strategies
  • Investment Management
  • Family Finances
  • Retirement Income Strategies
  • Investments


  • CPA Certified Public Accountant
  • FINRA Series 7
  • FINRA Series 66
  • Life/Health Insurance


  • Bachelors in Accounting, (Western Kentucky University)

Previous experience

  • Nonprofit Accounting and Tax Preparation, July 2020 - July 2022 - Taylor, Polson & Co PSC CPAs
  • Individual and Business Tax Planning and Preparation, August 2019 - July 2022 - The Win Crew Real Estate Team


  • Married high-school sweetheart (Addison) in December 2022.
  • Attends Woodburn Baptist Church.
  • Loves to read, travel, and walk our Miniature Dachshund (Blanton).