About

I don't operate like a big firm, and that's by design. Here's what shapes how I show up for the people I work with.

With years of experience in the financial services industry, I am committed to helping individuals, families, and business owners pursue their financial goals through personalized planning, sound guidance, and long-term relationships built on trust.

My Christian faith is the foundation of my life. While financial planning can provide direction and preparation, I believe our ultimate trust should NOT be in a plan, but in the Creator who holds the future in His hands. This perspective shapes the way I serve my clients—with humility, honesty, and a commitment to helping them be wise stewards of the resources they have been entrusted with.

As a longtime resident of the Dayton, Tennessee area for more than 30 years, I am proud to serve the community that I call home. Before entering the financial services profession, I spent 20 years serving our country in the United States Army reserve. My military career instilled the values of discipline, integrity, leadership, and service—principles that continue to guide me in helping clients make important financial decisions.

I attended Bryan College, where I played collegiate soccer and developed a passion for teamwork, perseverance, and personal growth. Born and raised in Alabama, I remain a proud Auburn fan—War Eagle!

Whether you're planning for retirement, building wealth, protecting your family, or creating a financial legacy, my goal is to provide guidance you can trust, and strategies tailored to your unique needs.