As a financial advisor, I work with families and individuals as they pursue financial success. Whether they are saving for retirement, building and managing wealth, or creating a legacy for future generations, I help clients make confident decisions on what matters most to them.
A dedicated student of economics, finance, and investments, I earned my Accredited Asset Management Specialist™ designation from the College for Financial Planning. This allows me to better assist clients by providing guidance with planning and investing that is tailored to their unique situations.
I am committed to learning and growing. Working alongside a team of highly skilled analysts, planners, and advisors helps me deliver high-quality guidance and meaningful value to our clients.
I am a lifelong resident of Morristown, Tennessee, with deep family ties to the area. My wife, Lauren, and our daughter, Ivy, enjoy hiking with our dog, watching movies, and reading. I also volunteer as an ambassador with the Morristown Area Chamber of Commerce, serve as a deacon at Basswood Church, and remain active in the International Brotherhood of Magicians, where I continue to foster a long-time interest in magic alongside other performers.