Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Tax Planning Strategies

Community participation

  • Habitat for Humanity
  • Boys and Girls Cub of the Smoky Mountains
  • HonorAir
  • Kiwanis of Maryville
  • Blount County Children's Advocacy Center