My focus is on preserving my clients wealth through conservative investing. Most of my clients are professionals or business owners who have the goal of preserving wealth and growing it conservatively without taking substantial risk.
I am a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary® and hold an MBA. My passion is to help my clients make wise and informed choices with their money. I begin each relationship focusing on financial planing issues to develop a game plan and set expectations. Once we have developed a road map, then we begin reviewing investment strategies, insurance coverages and estate planning techniques to achieve the stated goals.
I'm very blessed that many of my clients have been with me for 10+ years. I am dedicated to my clients and in this journey with them and their families for the long run.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Mountain Commerce Bank and MCB Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Tennessee, Mississippi, Pennsylvania, South Carolina and Virginia.Not FDIC Insured
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured by any Federal Government Agency