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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education

Education

  • Bachelor of Business Administration (B.B.A.) from East Tennessee State University
  • Master of Arts in Teaching (M.A.T.) from University of the Cumberlands
  • Educational Specialists (Ed.S.) from Tennessee Technological University

Community participation

Interests

I enjoy:

  • Spending time with my wife Miranda, our 3 daughters, 2 sons-in-law, and granddaughter.
  • Teaching Sunday school.
  • Exercising and pickleball.