- Member of the American Institute of Certified Public Accountants
- Member of the Tennessee Society of Certified Public Accountants
Financial Advisor in the Memphis office of Strategic Financial Partners. Provides advocacy and guidance to professionals, business owners, and their families in the areas of retirement planning, wealth management and qualified retirement plans.
Extensive experience working with the implementation and management of corporate retirement plans such as defined contribution plans, defined benefit plans and non-qualified deferred compensation plans.
Provides corporate clients with sophisticated solutions for complex challenges within the qualified plan industry. This is achieved through plan design, technical and regulatory updates, investment due diligence and recommending product solutions.
- Licensed to sell Life and Health Insurance in: AL, AR, FL, GA, KY, LA, MI, MO, MS, TN, TX, UT.
- Registered to offer securities products in: AL, AR, FL, GA, MS, MO, OR, SC, TN, UT.
*CPA - licensed but not practicing on behalf of MML Investors Services, LLC