I have over 25 years of experience in finance serving my clients, both individuals, families 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 will act in your best interest. Looking at your entire financial picture, I also help with estate and legacy strategies, preparing for the unexpected, wealth preservation strategies, tax advantaged investing and goals for your financial security. I will partner with your CPA and attorney to keep you on track in your financial journey, so you may accomplish your financial goals and dreams.

I have found that my clients really appreciate the time that I take to help them understand the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions. We also have some fun with client appreciation and have an annual pie giveaway and open house. At Christmas, we host a special dinner to recap the year and help keep you informed on what we think is ahead of us in the upcoming year. Our breakfast and investment seminars will continue in 2023.

The ability to impact lives has always been my goal. Serving in my community is important to me. Currently, I serve as an ambassador for the Loudon County Chamber of Commerce. We love to see business grow and succeed in our area. I am a long time Rotarian, now serving as president of my Tellico Lake Rotary Club, where our focus is on underprivileged youth and developing future leaders. This past year, I taught finance for Junior Achievement at Lenoir City High School. I serve in my local Women's Suburbia club in Lenoir City, helping with the Lenoir City Arts and Crafts Festival and various literacy projects with our club. I am also in the Lenoir City Merchant's Association, promoting our historic downtown.

Serving my clients alongside of my Branch Office Administrator, Christine Gerlach, is my top priority. You become part of our family here when you become a client! 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].

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Backpacking
  • Camping
  • Canoeing
  • Community Outreach
  • Fishing

Office Information

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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