A recent transplant to Tennessee from Denver, CO. - my family (teenage daughter & wife) and I were relocated to Nashville and have grown to love it and feel at home.
About My Business
With over 8 years in the financial services industry (ranging from brokerage firms to wholesaling investment products), my experience may be beneficial to you. I work with investors and business owners helping them with their benefit plans for the office, investment management, and financial strategies. I am uniquely qualified to understand many financial situations and help you create a roadmap that will help you achieve your financial goals – whether those goals are planning for retirement, kids’ college education, or a specific dream.
There are many advisers out there that are good at helping you accumulate for your goals, but I specialize in making sure that the distribution of those goals are just as important as the accumulation for them.