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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

  • University of Tennessee at Knoxville, Bachelor's degree, Pre-Medicine/Psychology 1989-1993

Previous experience

  • Senior Account Executive, Charles Tombras Advertising, October 1996-April 2008
  • Account Executive, J.P. Hogan & Company, October 1993-September 1996

Community participation

  • Emergency Medical Responder, Public Information Officer - Blount County Rescue Squad (2011-2022)
  • Station Leader, American Red Cross F.A.S.T. Team (August 2011 - 2022)
  • Secretary-Treasurer, Optimist Club of West Knoxville (June 2004)
  • Volunteer, Shangri-La Therapeutic Academy of Riding (August 2009)

Interests

  • Rescue and emergency medical services
  • Fitness
  • Volunteering