My Journey
Community Roots
With certifications like CHFC, AAMS, and CRPC, I bring years of experience guiding clients through investments and insurance with care and clarity.
Series 7, and 66 licensed as well as life and health insurance.
Financial Advisor since 2011.
Edward Jones 2011-2025
OSAIC Wealth Management 2025-Present
Community Leader
Campbell County
2013 – Present
Active in Rotary, Habitat for Humanity, and local chambers of commerce.
About Us
Led by a seasoned advisor deeply rooted in Tennessee, we blend expertise with community spirit to guide your financial journey.
Gallery
Snapshots of our office, community events, and team moments.
Client Voices