I am a Memphis, Tennessee native and attended Briarcrest Christian School for 13 years. I started college as a Memphis Tiger but am proud to have graduated a Mississippi State Bulldog where I earned my Bachelor’s Degree in Finance. The core of my practice is building successful, life-long relationships with my clients to help accomplish their goals. When I’m not at the office, you can find me on the golf course, at the lake, hunting, or cheering on the Bulldogs.
Preparing for that next step in life isn’t always easy. New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Often, my clients say the greatest benefit from our collaboration is the clarity and financial peace of mind they’ve come to enjoy as a result. Contact me today to learn how you may benefit from putting our team to work for you.
I offer an analysis of your current financial situation and help you:
» Identify financial goals and concerns
» Illustrate what is being done to reach your goals and deal with concerns
» Identify gaps, if present, and offer solutions to fill them
- B.B.A., Finance / Concentration in Risk Management & Insurance, Mississippi State University, 2020
- Life and Health Insurance in TN & MS