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.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Financial Planning for Small Business
  • Business Retirement Plans
  • Estate Planning Strategies
  • Saving for Education

Education

  • MBA Master of Business Administration, University of Tennessee, Chattanooga TN
  • BS Bachelor of Science, Finance. University of Tennessee, Knoxville

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.

Interests

I enjoy spending quality time with my daughter and making those precious memories as she matures into a young woman. I enjoy spending equal time on my mountain and road bikes, paddle boarding, sporting and music events and discovering new places to eat and traveling with my best friend.