Advisor profile

My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • BA-Bachelor of Arts-Business Administration, University of Tennessee, Knoxville 2000


  • Spending time with my sons and grandchildren
  • Family vacations-favorites are Montana and Scotland
  • Hiking
  • Gardening
  • Photography
  • Reading

Previous experience

  • Vice President/Financial Advisor, Sterne Agee, Knoxville, TN, 2011-2014
  • Sr. Vice President/Financial Advisor, Anderson Strudwick, Knoxville, TN, 2005-2011
  • Sr. Vice President/Manager, Retirement Plan Services, 1st Tenn Bank, Knoxville, TN, 2003-2005
  • Sr. Vice President/Manager, Institutional Trust Division, 1st Tenn Bank, Knoxville, TN, 1999-2003
  • Vice President/Trust Officer, 1st Tenn Bank, Knoxville, TN, 1991-1999