The ability to use my talents for the benefit of others has always been my passion; therefore, I consider the opportunity to partner with my clients a true privilege. Even as a child, I had an acute ability for saving money - my mother still tells the story about the time I came home from a class trip to DC with more money than I had left with. Throughout my life, I have seen times of prosperity and struggle; therefore, I find that my true value is highlighted when working with individuals that work hard and desire their money to as well.
I received my bachelor's degree from The University of Tennessee, Knoxville. After spending time in the digital marketing space, my heart to serve others won out and I was led to pursue a career with Edward Jones in 2016. To better serve my clients, I earned the CRPC® professional designation in 2019.
I use an established process that begins by understanding what's important to you. Only then can I build personalized strategies designed to help achieve your goals. Once these strategies are implemented, I am devoted to partnering with you throughout your life, helping you prepare for and protect against the pitfalls that could knock you off track. Life happens and goals change, but this partnership allows us to adjust our strategies with the purpose of your money in mind.
I am proud that when clients call our office, they are greeted by a familiar voice, not an automated service or call center. It is just one of the ways we strive to personalize your experience. Lisa, our branch office administrator, is a former operations coordinator fo
The office is located on highway 290 beside of Whitey's Auto Auction, across the street from Ingles.