Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Charitable Giving, Group Benefits
As a former teacher and coach, my heart is to educate people in regards to financial strategies and help them meet both short term and long term goals. While I am not an expert in every area, our office uses a collaborative effort of specialists and professionals in every field to meet your specific need. I want to assist you and am committed to helping clients achieve their financial goals through the best methods available.
I am licensed to sell insurance and securities in: Tennessee, Michigan, Virginia, and California. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 795 Ridge Lake Blvd., Suite 200, Memphis, TN 38120, 901-767-5951. Domiciled in TN, CA insurance license #0K04265
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830 Crescent Centre Drive, Suite 450
Franklin, TN 37067