I have been in the insurance and financial services industry since 2005. I understand that each individual's or business’s financial goals are unique and require individually tailored solutions. My goal is to help develop holistic financial plans that demonstrate stability through the ups and downs of changing financial conditions. I have a strong concentration in individual planning for young families. I also have a strong focus on providing comprehensive and innovative solutions for business owners designed to help them protect their business, their employees, their personal lifestyle, and prepare for retirement. I assist individuals with their retirement and college planning. One of my mantras is ""Only those who will risk going too far can possibly find out how far one can go."- T. S. Eliot"
I am a CERTIFIED FINANIAL PLANNERTM professional, hold the FINRA Series 7 & 66 securities registrations, as well as licensed for Life, Accident, Health, & Variable Annuity insurances.
I reside in Pegram, Tennessee with my wife of over 40 years, 3 married children, and 5 grandchildren. I am a bi-vocational minister at the Riverwood Church in East Nashville since 2017. My hobbies and interests include skiing, travel, and scuba diving to name only a few. My wife and I also foster with Greyhound Pets of American, Nashville.