Financial Advisor - Tri-Cities TN

Working with busy professionals to create personalized strategies to help address their most important needs. 

"Treat a person the way you'd like to be treated" is one of the earliest lessons my grandfather taught me. It's a simple statement that still holds true in our modern world. Keeping this philosophy in mind, I want to listen and find out what it is that is most important to YOU! Whatever your goal, together we'll develop a personalized plan to help you get what you where you want to go. Contact my office today to schedule a time to talk.

I welcome the opportunity to share how we can be of service to you and the ones you love.

Family and community are very important to me. My wife, Kelly, and I, along with our two children, have many interests. We enjoy spending time with family and friends, hiking, cooking, and regional travel.

We believe in lifting up and serving our community. Together we teach our children the importance of caring for others and being a servant to our community. Over the years we have volunteered with many local organizations including local animal shelters,  Alzheimer's Tennessee, Alzheimer's Association, the Johnson City Lions Club, and the Boys and Girls Clubs of America among others. We work to support a diverse and inclusive community for everyone and are proud of our Appalachian Heritage.

We look forward to having the opportunity to serve you!