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 beneft 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 beneft 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 fll them

I am a lifelong resident of Bell Buckle, Tennessee, with deep roots in the Middle Tennessee community. I graduated from Riverdale High School in Murfreesboro, where I competed in Cross Country and Track and served as a team captain—an experience that instilled in me a strong commitment to leadership, discipline, and encouraging others.

I went on to earn a Bachelor's degree in Business Administration and Finance from Middle Tennessee State University. During my time at MTSU, I discovered a passion for finance—a field that allows me to combine my analytical background with my desire to help individuals and families achieve their financial goals. It was also during this time that I met my fiancée, Caroline, who has been an incredible source of support and encouragement throughout my personal and professional journey. However I’m helping clients, my goal is to provide clarity, confidence, and long-term security.

Outside the office, you’ll likely find me on the golf course, running local trails, watching the Tennessee Titans, helping Caroline plan our wedding, or worshiping at New Vision Baptist Church.