1109 Murfreesboro Rd
Franklin, TN 37064-3006
I am a Premier Advisor with experience in financial services since 2011. I help clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions, estate planning, and providing active relationship and risk management. My daily purpose is to be client focused, reality based, and always lead with guidance that aids my clients in achieving their specific, customized goals. I strive to work to address each client’s financial needs, put them first, and build their trust through high-touch attention, in-depth conversations, and technology.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more