As a fiduciary, I am committed to putting clients' best interests first — always. Unlike commission-based advisors, I offer holistic financial planning and investment management services that are free from product sales or hidden incentives. This fee-based approach ensures advice is aligned solely with client goals, not driven by sales quotas.

I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.

I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:

• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your needs
• Implement your strategy with products and services that help meet your needs.

Whether you're planning for retirement, navigating a life transition, or seeking greater financial peace of mind, I bring the insight, independence, and integrity you need to build a secure financial future.

Outside of work, I am an active member of the Appalachian Mountain Bike Club and regularly speak on financial literacy and planning topics. When not advising clients, you can find me walking my two rescue dogs in the Tennessee Smoky Mountains, kayaking on the Tennessee River, and cheering the Tennessee Vols football team at Neyland Stadium.

Education

Northwestern State University (2021-2023)

Hobbies

Biking, Hiking, Skiing,

Community Involvement

Dandridge Senior Center,