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

Education

  • Bachelor of Science - BS, Business (Finance Emphasis), Lee University, Cleveland, Tennessee

Interests

Strong personal relationships matter to me—both professionally and personally. I enjoy giving back to the community through coaching football at Marvin Ridge High School and Marvin Ridge Middle School and through ongoing volunteer service at my church. These experiences reinforce the importance of leadership, service, and commitment—values I strive to bring to every client relationship.