Background
As a Premier Advisor serving clients throughout the Nashville market, I help individuals and families navigate the intersection of banking, lending, and long-term financial planning. My focus is on building trusted relationships and providing guidance that helps clients make informed financial decisions with confidence.
I work closely with clients to understand their complete financial picture, from day-to-day cash flow and deposit strategies to credit needs, wealth-building opportunities, and major life events. By taking a holistic approach, I help clients identify how their banking relationships, borrowing decisions, and financial goals work together to support their overall success.
My philosophy is built on proactive guidance, meaningful conversations, and personalized solutions. Whether helping a client manage liquidity, evaluate lending options, plan for future milestones, or coordinate with specialized resources, I strive to help deliver an experience that is thoughtful, responsive, and centered on what matters most to each client and family.
This relationship-driven approach allows me to serve as a trusted resource, helping clients navigate financial decisions today while preparing for the opportunities and challenges of tomorrow.
Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc.
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Personal interests
Outside of work, I enjoy spending time with my daughter, her pup, and dear friends. I also love reading, hiking, and traveling internationally to experience new cultures.