My Business Philosophy
Preparing for that next step in life isnt always easy. New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. Ill guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Often, my clients say the greatest benefit from our collaboration is the clarity and financial peace of mind theyve come to enjoy as a result. Contact me today to learn how you may benefit from putting our team to work for you.
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps (if present) and offer solutions to fill them
The reason I joined this industry and Strategic Financial Partners is that I want to make a lasting impact on the lives of others. I enjoy helping clients - both business owners and families - in addressing their concerns. When it comes to protecting and preserving what clients value the most, my process is simple: listen, discuss and apply the strategy we both feel is best for them.
Professional Qualifications
B.A. in Sports Management, East Tennessee State University (2002)
Licensed to sell Life and Health Insurance
Passed Series 6 & 63 Exam
About Me
First, thank you for taking the time to get to know me a little better. I was raised in Crossville, Tennessee. My father owns the Sonic Drive-In there, and has been a restaurateur since I was 6 months old. I currently live in Knoxville with my wife, Kendra, and twin daughters. We attend NorthStar Church. In my free time, I enjoy boating on Tellico Lake, going to concerts, and spending time with my friends and family. I am currently part of the Committee of 100 in Lenoir City as well as REO Networking Group. I enjoy meeting new people, being supportive of the community and serving when the time comes.
Registered Representative of and offers securities through MML Investors Services, LLC, Member SIPC (www.spic.org).
949 South Shady Grove Road, Suite 300, Memphis, Tennessee 38120. 901.767.5951.
CRN202410-1133823
