I believe my success in Nashville is the result of my ability to serve clients with strategies that are tailored specifically to their individual needs. I prefer meeting people in person because I believe building trusting relationships is of the utmost importance.

My desire is to create a legacy of helping others reach their important goals in life. I enjoy seeing individuals and families able to send their children and grandchildren to college, personally experience financial freedom, enjoy retirement and pass on a legacy of wealth for future generations.

If you are looking for someone to help you navigate your financial future, whether you are recently retired, near retirement or going through a transition in your work, it is worth a conversation to see if we are a good fit for you.

Another aspect of helping others is developing business strategies for employee retirement plans, key employee protection and business owner wealth management. If you are a business owner or executive looking for professional advice and guidance, a complimentary strategy session is the next step to determine the right fit.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Reading
  • Hiking
  • Music

Office Information

Office Address

7516 Highway 70 S Ste 150 Nashville, TN 37221

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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