I have over twenty years of experience in finance serving my clients, both individuals and small businesses. We work together to achieve their pre-retirement and retirement goals through an established process.

What is important to you is what matters to me. An investment strategy is developed together and tailored to your specific goals and risk. I am transparent with any and all fees and act in your best interest. Looking at your entire financial picture, I can also help with preparing for the unexpected, education savings, budgeting, estate and legacy strategies, and wealth preservation strategies. I host monthly breakfast market update seminars, and various quarterly topic seminars.

I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions. We work with an established process that helps keep you on track to reach and accomplish your financial goals.

The ability to impact lives has always been my goal. Serving in my community is important to me. Currently, I serve on the board for the Loudon County Chamber and as an Ambassador. We love to see business grow and succeed in our area. I am a long time Rotarian, now serving as secretary to Tellico Lake Rotary Club. Currently, I Chair the Loudon Health Council and serve on the "Get Fresh" committee to bring fresh food to seniors from Century Harvest Farm Foundation. For eight years, I have also served Civitan International as a past president.

Serving my clients along with my Branch Office Administrator, Erin Randolph, is my top priority. You become part of our Edward Jones family. I look forward to working with you and your loved ones.

Please contact me at my office (865) 986-0833 or email me at [email protected].

Office Information

Office Address

820 Hwy 321 N Suite 100 Lenoir City, TN 37771

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More