Description
I am an independent financial advisor in Collierville, TN with more than 12 years of experience in wealth management for individuals, families, and professionals through investment and financial planning. I also provide employer benefits services and financial wellness classes for employees. As an independent advisor, I am not tied to proprietary products, nor am I limited to the services I offer. Instead, I endeavor to provide the highest quality education on the choices available to you. I focus on building the suitable strategy, addressing your risk tolerance, time horizon, and needs