Experience

• Working in the financial services industry since 2000
• Currently focused on providing a team approach to managing the comprehensive wealth management affairs for a select group of clients

Education

• The University of Louisville, BA

Professional Affiliations/Licenses

• FINRA Series 7, 63, 65 (BrokerCheck)
• Life Insurance Licensed
• CERTIFIED FINANCIAL PLANNER^TM professional (CFP^®)
• Chartered Financial Consultant^® (ChFC^®)
• Certified Investment Management Analyst^® (CIMA^®)

Registered representative and agent, First Horizon Advisors, Inc., agent, First Horizon Insurance Services, Inc.

Community Involvement

• Member, Estate Planning Council of Middle Tennessee
• Member, Investment Management Consultants Association (IMCA)
• Board Member, Big Brothers Big Sisters of Middle Tennessee