Given 30 days to live as a premature baby and experiencing a competitive baseball career-ending ACL injury in high school, life taught me the principles of desire, dedication and discipline early.

While at the University of Tennessee, I became a member of Alpha Phi Alpha Fraternity, Inc., worked as a Community Relations Associate for the National Champion football team and graduated with a mechanical engineering degree.

After a 13-year food & beverage manufacturing manager career, I became a trusted financial advisor in 2016. My career journey helped me learn the importance of living on purpose and in your purpose.

A near fatal heart attack in 2017 at age 38 reinforced the importance of sound financial strategies and being prepared for the unexpected. It changed how I view what is important in my life and the lives of those who partner with me.

I use plain talk to help you create the financial strategy you need to help you achieve what you desire most.

Our established 5-Step Process is used to evaluate your current situation, understand where you want to be, see if you can get there, show you how you get there and partner with you to help you stay on track.

I help you discover what’s important about money to you and align what’s important to you with your strategy.

I use the Four Pillars of Retirement – focusing on family, health, purpose and finances – to help you with your 'now, later and legacy' goals. We will look at specific pieces of your holistic strategy together to keep you focused, organized and aligned with your values and goals.

My wife, Tanya, and I have one daughter, Sydney, who works for ALSAC/St. Jude. I serve on the boards for the Mid-South American Heart Association, Explore Bike Share Memphis and Pathways 2 Excellence.

I love brain games and puzzles, am a self-proclaimed foodie and live by my 'Dream In 3D' philosophy – desire, dedication and discipline in everything I do.

Ready to align your values with your strategy? Let’s talk!

Focus areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

My Personal Interests

  • Community Outreach
  • Reading
  • Board Games
  • Podcasts
  • Culinary Arts

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Branch Team

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