My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Saving for Education

Education

  • BA-Economics, University of Tennessee, Knoxville, TN-1992

Awards & recognition

  • Ameriprise Circle of Success, 2019-2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • Play competitive USTA 3.5-4.0 Tennis
  • Fishing and Hunting
  • Camping and Hiking
  • Golf
  • Pickleball

My photos

4 albums
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