My path to financial planning was not conventional. I did not buy my first stock at 16 or spend Saturday mornings reading The Wall Street Journal. Instead, I learned the value of grit, hard work, and sacrifice from a mother who often worked multiple jobs to provide for our family. Those lessons continue to shape the professional I am today and the standard of excellence I strive to deliver to every client.
I am passionate about financial planning and building lasting relationships with families as I help them navigate three essential questions: What if? What now? And what else is possible?
On a personal note, I am grateful to enjoy life with my wife, Jill, and our son, Gibson. We live in Blountville, Tennessee, and are actively involved in our church, Grace Point Fellowship. As a family, we enjoy trips to Hilton Head Island, cheering on the Vols, and spending time with family and friends.
Professionally, I am a CERTIFIED FINANCIAL PLANNER® professional, Tax Planning Certified Professional®, and have obtained my FINRA Series 7 and 66 licenses, as well as Life, Health, and Annuity licenses. I received my undergraduate degree from East Tennessee State University and my graduate degree from Virginia Tech, and I am currently completing a Master’s degree in Personal Financial Planning at Texas Tech University.
As a Wealth Advisor, my goal is to provide clarity, confidence, and peace of mind for clients while treating them like family through genuine care, thoughtful listening, and exceptional service. From the initial conversation to the ongoing relationship, our team follows a disciplined process and structured service calendar designed to deliver an exceptional client experience.
If this resonates with you, I welcome the opportunity to connect.
As the Johnson City team, our goal is to help clients feel informed, prepared, and supported in the financial decisions that shape their lives. We treat clients like family through genuine care, thoughtful listening, and exceptional service. From the initial conversation to the ongoing relationship, our team follows a disciplined process and structured service calendar designed to deliver an exceptional client experience.
Give us 15 minutes to listen to your situation, then we will connect you with an advisor ready to help you reach your financial goals.
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