417 Foothills Mall Dr
Maryville, TN 37801
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It is my pleasure to serve the financial needs of people in the Knoxville, Maryville, Sevierville areas. I started in the financial industry in 1992. I hold a Bachelor of Arts degree in business management from Maryville College in Maryville, Tennessee.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
I serve on the board of the Kingdom Design Ministries, which is an organization that creates dream room makeovers for children who have experienced tragedy. I am also an active member of my church. Outside of work, I enjoy the mountains and spending time with my family.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office417 Foothills Mall Dr
Maryville, TN 37801
Secondary Office2802 Essary Dr
Knoxville, TN 37918
Secondary Office10626 Hardin Valley Rd
Knoxville, TN 37932
Secondary Office607 Market St
Knoxville, TN 37902
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.