Qualifications

I have been working with individuals and businesses in the area for over 30 years.

I have extensive personal and professional experience in the areas of Financial Planning, Retirement Planning, Investment Management, and helping clients reduce unnecessary income taxes and estate taxes.

In addition, we can help small businesses establish customized retirement plans, including, 401(k) Plans, Defined Benefit Plans, SIMPLE IRA Plans, 403(b) Plans and Simplified Employee Pension Plans (SEP) to help minimize tax burdens.

I hold various professional designations and licenses, including:  Certified Public Accountant,  Personal Financial Specialist awarded by the AICPA, a Series 7, Series 66 and Life and Health Insurance License.  These licenses allows me to provide a variety of investment and insurance solutions and with planning, they will work in harmony to help you reach your goals.

I am a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants.  

I am dedicated to developing lasting relationships with all our clients. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is the ability to provide clear, easily understood explanations of financial products and services. The personalized plans provide a road map to working toward a more secure financial future.

We're looking forward to using our extensive experience to help you pursue your financial goals.