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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • B. S. - University of Tennessee
  • M. B. A. - University of Tennessee

Education

  • Bachelor of Science, 1967, Psychology/Political Science, University of Tennessee, Knoxville
  • Master of Business Administration, 1988, Management/Marketing, University of Tennessee, Knoxville

Awards & recognition

  • TSG Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

  • Kiwanis Club of Maryville
  • GFWC Chilhowee Club
  • P. E. O. Sisterhood

Interests

Enjoy reading, walking, gardening, weaving, and other crafts.