Born and raised here in Memphis, I care deeply about the financial literacy and well-being of its people. I attended ECS for 12 years before continuing my education at the University of Tennessee where I earned my bachelor’s degree in finance. I am a member at Independent Presbyterian Church, and when I’m not helping clients, you can find me at a country music concert, duck hunting, or cheering on the Vols.
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 total financial needs analysis through a network of experienced professionals with expertise in:
» Retirement analysis and programs
» Estate strategies
» Employee benefit and retention services
» Business continuation strategies
» Trust services
- B.B.A. in Finance, University of Tennessee, 2018