I lead a highly experienced team that works with you to develop strategies and recommend personalized solutions designed to help you accumulate, protect, transfer and distribute your wealth. The approach is flexible and accommodates your unique situation:

• Understanding your financial objective - We'll start by asking questions that help us understand more about your financial goals and objectives
• Developing strategies - Next, we'll analyze and evaluate the financial and personal information you provide so we can match your objectives with sound strategies
• Implementing solutions - Using these strategies, we develop customized solutions tailored to your goals and objectives, drawing from a wide selection of world-class productions and services
• Providing timely, ongoing service - We regularly review your situation to help ensure you're toward meeting your financial objectives

AREAS OF SPECIALIZATION

• Personalized Financial Planning
• Life Insurance Planning
• Retirement Planning
• Retirement Income Strategies
• Investment Services
• Disability Insurance
• Long Term Care
• Employee Benefits
• Qualified and Non-Qualified Retirement Plans
• Business Continuation Planning

PROFESSIONAL DESIGNATIONS AND MEMBERSHIPS

• Chartered Life Underwriter (CLU)
• Million Dollar Round Table (Member, 2010-Present)
• National Association of Insurance and Financial Advisors (NAIFA)
• National Association of Insurance and Financial Advisors (NAIFA) Clarksville Chapter (Past President)
• FINRA Securities Registered Series 6, 63 and 65
• Securities registered in KY and TN

COMMUNITY/ CIVIC AFFILIATIONS AND RECOGNITIONS

• Leadership Clarksville

* The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.  Inclusion of wealth manager in award program is not indicative of future success.