Why this work?
I believe nothing shapes your life more than the people you choose to share it with. As an advisor, I have the privilege of walking through life with the people we serve. We get to know them, their families, their hopes, and their fears and then help bring clarity and perspective to some of the most important decisions they will make. It’s incredibly rewarding to see people live the life we’ve worked hard together to plan for. Knowing that we played a small part in helping them have more confidence, freedom, and peace of mind is what really fills my cup.
What’s the first question you ask in a first meeting?
Tell me what’s going on in your life right now and what prompted you to sit down with us? Followed by: If we could accomplish one thing for you through this process, what would you want that to be?
What do you wish more people understood about money?
Financial success (building wealth) isn’t about making the perfect investment or finding the next big opportunity. It’s about making good decisions consistently over a long period of time. Financial discipline beats financial brilliance.
What kind of client do you do your best work with?
People who are realistic about where they are, willing to have honest conversations, and open to making changes when necessary. Those who want more than someone to manage their money—they want a trustworthy relationship with someone who will always tell them the truth and help them make good decisions with confidence.
Where would I find you on a Saturday?
Couples CrossFit with my wife then the golf course or watching a ballgame.
Education and credentials:
University of Tennessee | Bachelor’s in Finance
CERTIFIED FINANCIAL PLANNER® Professional
Behavioral Financial Advisor (BFA™)
Words to live by\\u200b
“A comfort zone is a beautiful place, but nothing grows there.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
