2127 Memorial Blvd
Springfield, TN 37172
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It is my pleasure to serve the financial needs of people in the Gallatin, Hendersonville, Springfield, Pleasant View, Ashland City and Dickson areas. I started in the financial industry in 2005 as a Wealth Management Advisor. I hold a Bachelor of Arts degree in business administration and finance from Austin Peay State University in Clarksville, 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 as a Deacon for the First Baptist Church in Joelton. I am also a member of the Benevolence Committee. In my free time, I enjoy riding sports bikes on a road course, cooking meals for my family and friends and vacationing with my family on the beach.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office2127 Memorial Blvd
Springfield, TN 37172
Secondary Office169 East Main Street
Hendersonville, TN 37075
Secondary Office460 Long Hollow Pike
Goodlettsville, TN 37072
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.