For over 35 years, as a Financial Advisor, I am dedicated to helping families and businesses develop financial and investment strategies that line up with their needs, goals and financial needs. My mission is to provide every client with targeted, customized financial advice and portfolio analysis — delivered with a high level of personal service and professional integrity.

I hold the Security Registration 63, received on 9/22/82 and Security Registration 7, received on 3/22/82.

This information is intended for use only by residents of AL, AR, AZ, CA, CO, DC, FL, GA, IL, KY, LA, MA, MD, ME, MO, MS, NC, NJ, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WV only.” As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts - I can help you make informed investment decisions based on your specific needs.
 

As of 04/21/2023, I have over 378 million dollars in assets under management.  My goal is to be client focused and goal oriented.  I bring you years of experience and the latest technology to help with your financial future. 

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.


2024 Forbes Best-In-State Wealth Advisors

I am excited and humbled to have been recognized by Forbes 2024 Best-In-State Wealth Advisors for Tennessee.  

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2024 Wells Fargo Advisors Platinum Council Member

I am honored and humbled to be recognized by Wells Fargo Advisors as a Platinum Council member for 2024.

The Platinum Council distinction is held by a group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure, may also be used to determine recipients.