1725 Mallory Lane
Brentwood, TN 37027-7934
I am a Premier Banker serving the Tennessee market, offering my services and experience in the financial services industry since 2008. I earned a bachelor(s) in finance/economics and management, with a minor in organizational communication, from Lipscomb University.
As a Premier Banker, I specialize in taking a comprehensive, holistic, and strategic approach to financial planning, while helping deliver customized solutions through providing active relationship and risk management.
I put my clients first as a fiduciary, building your trust through high-touch attention and in-depth conversations. I seek to help guide clients and their families, while helping to empower them to achieve their short and long-term financial goals. My goal is to provide personalized guidance, comprehensive strategies, while helping to support and tailor your unique needs and aspirations.
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.
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more