1468 Kimbrough Road
Germantown, TN 38138
Toll Free: 877-236-0090
CA License #0E89176
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere of mutual trust, integrity and respect.
My client-first commitment to you begins by focusing on your specific needs and risk tolerance. As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture, along with your goals and dreams. Each of these steps will help us develop a personalized investment plan designed specifically for you.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor and facilitated the opening of our Germantown office. I began my financial services career in 2000, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to spend time with my wife, Lesley, and our daughter, Izzy. I enjoy exercising, playing golf and traveling with my family to the beach for some rest and relaxation.
Areas of Concentration
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Insurance Planning
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
Education and Credentials
- The University of Tennessee at Knoxville, Master of Science in Agriculture
- The University of Tennessee at Knoxville, Bachelor of Science in Agriculture
- CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, 2007
What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.