With over 23 years of experience as a financial advisor, I specialize in helping my clients work toward their retirement goals by providing them with the guidance they need to pursue retirement. I have broad experience in all aspects of financial planning, including investment accumulation and distribution, retirement income planning, portfolio management, business retirement plans, and college planning.
I am a graduate of Middle Tennessee State University with a Bachelor of Science degree. I am also a graduate of the Certificate of Financial Planning program at Belmont University. In addition, I hold the AAMS designation from the College for Financial Planning.
As a VP of Legends Financial Services, I leverage the resources of LPL Financial, the nation’s largest independent broker-dealer, to offer my clients thorough research and an array of tools, research, and technology. I am deeply committed to my client’s financial well-being, and I strive to listen intently to their needs and concerns to provide the right help for their unique circumstances. I believe in building long-term relationships based on integrity and trust, and empowering my clients to spend time where they can get a greater return by investing in their family or spare time pursuits.
I have served since 2014 as a County Commissioner for Montgomery County, representing the area of Sango. I serve on several committees representing the citizens of Montgomery County.