When you dream of the future, financial stability is often a priority. However, with life’s many “what-ifs” and the confusion that investments can bring, your financial dreams may seem just out of reach.

Whether you desire to pay off debt, save for your children's education, start retirement planning or simply build wealth that will last for generations to come, I am experienced in providing the most current and comprehensive guidance. Once I thoroughly understand your dreams, goals and the level of risk you are comfortable with when investing, I help you craft a personalized wealth strategy and financial budget.

People are my priority. That's why when you call my office, you will be speaking with a real person – not an automated system. Bridget, our Branch Office Administrator, is the glue that holds our team together and will help you with processes, paperwork, deadlines and finding a date and time that works best for you to begin your financial journey.

When I am not in my Murfreesboro office, you will find me in the great outdoors playing sports and hiking with my family. Speaking of family, Mary and our two children, Addison and Aleks, are what keep me motivated to care for the future of my clients and their families. When I am not spending time with them, I enjoy participating in CrossFit, ice hockey and coaching baseball.

Together, we can build and help protect your future for you and your family! I look forward to meeting you soon.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Sports Enthusiast
  • Spending Time with Family
  • Racquetball
  • Personal Fitness
  • Outdoor Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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