Team profile


What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, 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.
Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance

Community participation

  • Fishers of Men National Tournament Trail Sponsor
  • Pull for Our Veterans™, Sponsor
  • Volunteer and Donate to Second Harvest Food Bank of East Tennessee
  • Official Drop Off Location for Toys for Tots
  • Grace Baptist Church