I’m a long-term resident of Springfield, Tennessee. I am passionate in serving my community and guiding families in their financial life. I worked in the real estate industry throughout college, and chose to follow my finance passion after graduation. When I am not at work or at home, I can be found hanging out with family and friends, traveling, and cheering on the Tennessee Titans.
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
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, Lipscomb University, 2020
- SMIFC Investment Competition, 2nd Place, 2019
- TVA Investment Competition, 2nd Place, 2019
- Bloomberg Certification
- CFA Research Challenge, 3rd Place, 2019