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.
- 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