417 Foothills Mall Dr
Maryville, TN 37801
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Meet my team
It is my pleasure to serve the financial needs of people in the Knoxville, Maryville and Sevierville areas. My experience in the financial industry started in 1992. I hold a Bachelor of Arts degree in business management from Maryville College.
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.
Outside of work, I'm a board member of Kingdom Design Ministries and actively support my church. In my free time, I enjoy spending time with my family, exploring and enjoying the mountains.
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 Office7971 E Lamar Alexander Pkwy
Townsend, TN 37882
Secondary Office10626 Hardin Valley Rd
Knoxville, TN 37932
Secondary Office8845 Kingston Pike
Knoxville, TN 37923
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.