You deserve a financial advisor who understands your unique situation. Someone who will listen to what's most important to you and partner with you throughout life's many transitions. My clients often come to me when a change has occurred in their lives: an inheritance, career change, wedding or divorce, retirement, etc. These are the times in your life when you require a financial advisor who will take the time to understand your needs and create a plan that is specific to your goals.

After I graduated from the University of Tennessee, I became a fitness coach – honing my skills to become a quality listener, teacher and communicator. My clients trusted me with their health and wellness, and I took that entrustment very seriously.

Today, my style of financial advising reflects those skills that I sharpened as a fitness coach – caring for each client and understanding where they are today, helping them envision where they'd like to be, and working together to create a personalized strategy to allow my clients to achieve their unique definition of financial success.

You deserve a financial advisor who celebrates you as an individual and doesn't treat you like a number. As one of my clients, I will walk you through our established process and explain investing in a way that resonates with you. I will be there with you through life's ups and downs. When you need me the most, I'm a simple phone call away. My clients don't call an 800 number when they need assistance; they call me, and I answer the call.

I pride myself in being approachable. Feel free to message me about your financial goals, or, hey – ask me about my talented and beautiful wife, Alison, or chat to me about our two dogs: Bear the Goldendoodle and Bailey the Australian Shepherd mix. Tell me about your favorite outdoor sights, and I can tell you about the parks we’ve visited in our vintage Airstream van. You can pick my brain about the latest New York Times crossword clues or ask me about my latest cuisine endeavor. Because we partner together for the long term, I strive to know my clients like family. I'm excited to get to know you! Reach out today.

Focus areas

  • LGBT Finances
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Socially Conscious Investing
  • New Investors

My Personal Interests

  • Hiking
  • Running
  • Camping
  • Active Lifestyle
  • Health & Nutrition

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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