Experience

I have been working with individuals and businesses in the area for over 19 years and have extensive personal and professional experience.

Bachelors Degree-University of Tennessee-Martin

Previously employed with Edward Jones Investments, Investment Professionals Inc and Vice President with Regions Morgan Keegan

I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward your financial future.

 I'm looking forward to using my experience to help you pursue your retirement and income goals.

 

Professional Registrations

Securities Registrations:

  • Series 7 (General Securities Representative Exam) currently held with LPL Financial.
  • Series 63 (Uniform Securities Agent State Law Exam) currently held with LPL Financial.
  • Series 66 (Uniform Combined State Law Exam) currently held with LPL Financial.

Insurance Licenses:

 

  • Life, Health and Variable Contracts