I am a native of Memphis, Tennessee and a proud graduate of the University of Memphis where I studied Business Management and Finance. During my time at U of M, I was involved with many groups on campus and was an active member of the Greek community. Shortly after obtaining my degree, I joined the financial services industry and was later recruited by Strategic Financial Partners. I was attracted to the strength of SFP, along with the diversity of the company’s insurance and investment products and services.
In my free time, I’m a diligent member of the Memphis community where I’m actively involved with St. Jude and numerous other foundations around the city. I also enjoy spending time with family, attending sporting events, taking trips to the lake, and teeing off at the golf course.
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
BBA, The University of Memphis (2016)