My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Financial Planning for Small Business
  • Intergenerational Planning
  • Investment Management

Education

  • University of Tennessee - Bachelors in Business Administration - Finance

Interests

I have a pretty diverse mix of interests that keep me busy when I am not in the office. Playing acoustic guitar is one of my favorite ways to unwind—my love for the instrument far outweighs my ability. Brazilian jiu-jitsu is another big part of my life; it's a challenge, both physically and mentally, and I’m always working to get better. When I need a break, you’ll probably find me reading a good book. I also love spending time outdoors—whether it’s hiking through the trails, fishing, or hunting, nature has a way of putting what's important into perspective. I love doing all this with my lovely fiance Ellie, and our goofball dog, Goose.

My photos

1 albums
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