When you visualize your future, what do you see? Are you traveling, volunteering, enjoying hobbies or spending time with family? Whatever you hope to accomplish, our goal is to help you get there.

With over 20 years experience in the financial services industry, I partner with clients to help build, invest and protect their wealth. We work together to understand your goals and regularly review your strategy to confirm you are on track. My focus is on providing custom solutions that are specific to you and your family.

I am from a small town where everybody knows everybody and my parents and grandparents taught me that you wear your reputation like a nametag. I take that seriously and make decisions with that in mind.

Originally from Tullahoma, TN, I moved to Nashville in 1991 and graduated from Lipscomb University in 1995. College internships led to a job in the music business and eventually in marketing at a retail corporation. When I was introduced to Edward Jones, I never looked back. To better serve my client families, I hold the AAMS® designation from the College for Financial Planning and I am a proud limited partner of Edward Jones. My experiences, both in life and professionally, help me bring a small town value system to my big city office.

My husband, Greg, and I have called Middle Tennessee home our entire lives. Our kids attend Father Ryan High School and we are members of Brentwood United Methodist Church.

I partner with Carie Willis, my Senior Branch Office Administrator, who has over 20 years of financial services experience and is dedicated to the care of client accounts. You will appreciate Carie's friendly personality and attention to detail. She is also a limited partner of the firm.

If you are looking for a better relationship with your financial advisor, you are retired or are retiring soon, changing jobs, or if you simply want to get started on the road to the future you see, please give us a call.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • College Savings
  • Portfolio Reviews

My Personal Interests

  • Reading
  • History and Museums
  • Pilates
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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