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
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

  • Middle Tennessee State University, Bachelors of Science, Murfreesboro, TN

Community participation

  • Ducks Unlimited, Marshall County Chapter - Sponsor/Member

Interests

My interests and hobbies include golf, waterfowl hunting, spending weekends at our family home on Lake Wheeler in Athens, AL. Also of course, spending time with my wife, Caroline and our two sons, Charlie and Cooper who are almost four and one.