I began my career in 1997 when I joined a local CPA firm in Nashville, TN. Then in early 2001, I transitioned to Edward Jones as a financial planner. I then joined LPL Financial in 2006. When think about the most rewarding aspect of my profession and role at Guided Wealth Partners it is the opportunity, through our process, to empower our clients with timely and reliable information in an effort to help them make sound decisions for themselves and their families.
I graduated from Tennessee Technological University with a Bachelor of Science in Accounting and went on to graduate with an MBA from Middle Tennessee State University. I also hold Series 7, 63 and 65 securities registrations through LPL Financial, as well as Life and Health Insurance licenses.
I am married to Tara and we have three beautiful daughters. I enjoy cycling in Middle Tennessee and enjoying the beautiful scenery. I also love watching the Tennessee Titans with my children and their spouses. Now that my wife and I are empty nesters, we plan to enjoy more traveling and weekend getaways.
As a group, we want to help people on their financial journey by providing information they can trust. If you or anyone you know is looking for a financial advisor, give us a call today!