301 East Main Street
Newport, TN 37821
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It is my pleasure to serve the financial needs of people in the Cocke, Jefferson, Hawkins and Hamblen Counties. I started in the financial industry in 1983 and became a Wealth Management Advisor in 2000. I hold a Bachelor of Science degree in organizational management from Tusculum College in Greeneville, Tennessee.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a 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.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary office301 East Main Street
Newport, TN 37821
Secondary office134 East Main Boulevard
Church Hill, TN 37642
Secondary office4015 Highway 66 South
Rogersville, TN 37857
Secondary office901 Parkway
Sevierville, TN 37862
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.