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 Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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