With all that’s going on in the world, it's as difficult as ever to plan for the future. Growing up in a family of professionals and small business owners, I saw firsthand how a demanding career and active family schedule could push personal finance to the back burner. The old adage “Those who fail to plan, plan to fail,” still rings true. I became a financial advisor to take the complexity in people's financial lives and make it simple so they can have confidence in accomplishing what matters most to them.

I use an established process to gain a deep understanding of the aspirations, priorities and financial situation of each client in order to create a custom-tailored strategy that balances each of their life goals in a way that fits their values. My teammates, Holly Currier and Leslie Hicks, work with me to deliver the highest level of service as we partner with our clients and their families throughout their lives.

Outside of the office, I enjoy staying active lifting weights, running and being outside. Still working on the golf game, lots of shots to practice each round. You’ll also find me frequenting events at the Arts Center and volunteering around town. I’ve previously served as president of the Downtown Business Association and Etowah Rotary Club, led fundraising efforts for the Alzheimer’s Association and served on various boards such as the Heritage Museum and TWU’s Business Advisory Council.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving

My Personal Interests

  • Personal Fitness
  • Volunteering
  • Sports Enthusiast
  • Art & Theater
  • Real Estate

Office Information

Office Address

102 North White St Athens, TN 37303

Office Hours

Office Hours
Weekday Availability
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

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More