About me
Having grown up in Central Mississippi, I was intrinsically raised with family, faith, and loyalty as the core values in my life. After attending The University of Tennessee in the early 2000's, I began my journey of starting a career in the Service Industry and passionately working to serve others to make their lives better. Hotels, Restaurants, Riverboats...it was an exciting period of my life for sure! After spending over 20+ years in Hotel/Tourism and Property Management, I developed a strong sense of purpose in creating and being able to leverage relationships for the communities that I lived in and served. Hospitality and trust define my planning philosophy, as I want all my clients to have a fun, positive and rewarding experience.
Having experienced the ups and downs of Financial Security over the past decade, I realized the importance of having a sound financial plan in place - a steadying ship to help traverse the rough waters of life. In late 2022 I decided to take a step back from Property Management in order to take a giant leap forward into Financial Planning Services - with a passion renewed to make more of an impact in the lives of those I serve.
Today, I work to establish trusted partnerships with my clients by meeting them where they are at in life, in a judgement free environment. I take the time to understand the unique goals, dreams, and needs that each of my clients have, and work to support them as we face those challenges together. I help create efficient, achievable financial plans and am committed to helping you craft your vision to live the life you deserve.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
