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

I have a professional history in investment analysis which uniquely suits me to analyzing your financial condition, goals, and how to get you there. Having grown up in Memphis, I see the value in raising the next generation of Memphians, so I spend my free time volunteering with the Boy Scouts and Cub Scouts of America. Outside of the office, you can find me in the gym, duck hunting, or playing guitar.

• B.S. in Finance, Grove City College, 2019
• Top Ten Researcher: Adirondack Funds Portfolio Competition 2018 & 2019
• Semifinalist: USC Value Investing Club Stock Pitch Competition 2018
• Top 15% Equity Analyst by avg return, win rate, and volatility (Unofficial)
• Chartered Financial Analyst Program Candidate