Meet the Team

Helping people navigate the complexities of their finances and connecting the dots is a passion of mine. Through thoughtful planning, I've had the privilege of assisting couples who doubted their ability to retire, and provided guidance to widows and widowers who were unsure of their financial future. Witnessing a positive shift in someone's perspective and crafting a financial plan with safety nets in place is incredibly rewarding. Before my career as a financial advisor, I served as an officer in the United States Army, ending my service as a Captain in the Infantry.

Growing up in Fallon, NV, a small, dusty town, I learned the value of hard work and putting family first from my mom and grandparents. My fascination with money and its potential began early on, stemming from my own experiences and a pivotal conversation with a financial advisor. This led to a fulfilling career helping clients maximize their finances and, in turn, their lives. Now residing in Knoxville, TN, I am grateful for the vibrant community and the opportunities it provides for families.

I met my wife, Tina, in 2000, and from the moment we met, I knew she was my soulmate. Her dedication to managing our household and caring for our children is amazing. Together, we are proud parents of three children: Garet, Charlotte, and Logan. My family is my motivation, and I strive to provide for them with dedication and gratitude.

Outside of work, I enjoy reading, writing, and spending time outdoors with my family. I'm also active on the board of The Florence Crittenton Agency, a non-profit focused on supporting at-risk children and families. 

The journey of meeting new people and guiding them to understand their current financial situation is truly fulfilling. I help clients articulate their goals and dreams, laying out actionable plans to pursue those financial aspirations. Witnessing existing clients make progress and achieve their goals inspires me to continue assisting them and welcoming new clients into this process. As a comprehensive fee-based financial planner, I cherish the relationships I build with my clients. Celebrating their successes and supporting them through unexpected events is a privilege I deeply value.

I am committed to being a lifelong learner, continually expanding my knowledge and skills to help clients navigate the ever-changing financial landscape. My fascination with the stock market began early, watching financial channels and participating in a stock market game during elementary school. This sparked my interest in finance and accounting, leading me to pursue a degree in the field. As graduation approached, I saw an opportunity to merge my technical finance interests with a passion for connecting with people and learning their stories. Over the past couple of decades, I've dedicated myself to understanding the financial world and eagerly anticipate many more years of learning and assisting others.

Family is at the heart of everything I do. Laura and I have been married for 13 years and have two wonderful children, Scarlett and Henry. They are my driving force, motivating me to tackle challenges each day. We love traveling and spending quality time with friends and family. As a lifelong fan and alumnus of the University of Tennessee, I'm passionate about UT sports and enjoy watching or attending games. Recently, I've taken up golf, finding joy in the challenge and the break it provides from daily routines.