I was born and raised in Nashville, Tennessee, where I attended high school at Father Ryan before continuing my education at Murray State University. Upon graduation, I moved back to Nashville and became a member of Saint Henry’s Church. I am extremely passionate about giving back to the community. When I’m not at the office, you can find me coaching hockey, hunting, or fishing
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.S., Business, Murray State University, 2020
- Passed FINRA SIE, Series 7, and 66 Exams