1725 Mallory Lane
Brentwood, TN 37027-7934
I am a Senior Premier Advisor serving the Tennessee market, helping to provide comprehensive relationship management across both banking and wealth strategies. I began my career in the financial services industry in 2008 and earned a bachelor’s degree in finance/economics and management, with a minor in organizational communication, from Lipscomb University.
In my role, I work with clients and families to help coordinate their full financial picture, including day to day banking needs, cash flow management, lending and strategic credit solutions, and long-term planning considerations. My approach is relationship driven and focused on understanding how clients use their bank, how their money moves, and how their financial decisions connect across accounts and goals.
Beyond traditional planning conversations, I help clients navigate deposit strategies, borrowing needs, and life stage financial decisions, partnering with specialists when appropriate to help ensure solutions remain aligned with their priorities. I believe strong financial outcomes are built through thoughtful banking strategies, proactive guidance, and ongoing conversations, not one-time transactions.
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