As a financial advisor and Certified Divorce Financial Analyst (CDFA), I am dedicated to understanding your unique circumstances and goals in order to create personalized solutions for your financial goals. My team and I base our client relationships on trust.
I welcome you to contact me with questions you may have about our capabilities and process.
My experiences, as well as those of family and friends, have shaped the focus of my practice. When my father passed away unexpectedly at the age of 55, my mother suddenly became responsible for managing the family’s finances—a role for which she had no experience. While losing my father deeply affected all of us, seeing how significantly it altered my mother’s life was one of many things that led me to focus my practice on the unique financial issues, challenges, and opportunities of women and their families.
- Handling 401(k) Rollover services
- Understanding and managing the unique financial challenges faced by women.
- Helping you regain financial independence following divorce or loss of a spouse.
- Offering ways to help you and your family in times of loss, injury, or illness.
- Enhancing financial wellness for your employees and business.
- Other services, tools, and options available to address your unique circumstances and your financial objectives.
Prior to working with Waddell & Reed, I managed operations in the transportation and distribution industries. In these roles, I managed large employee populations and spent hundreds of hours with individuals facing wage garnishments, levies, income tax arrearages, and foreclosures. My experiences helping employees work through these issues, as well as a variety of personal tragedies, gave me an appreciation and understanding of the impact financial wellness has on individuals and their families during times of stress and suffering.
Along with Mitzie, I have two children, Ryan who is working in Vancouver, Canada and Alison, who resides in Knoxville along with my grandsons, Hayden and Holden.
My other passions are acting and announcing. If you're a fan of the Nashville Sounds, you might recognize me (or my voice) as the team's stadium announcer for 15 years (2005-2020). In addition to this role, I have also enjoyed appearances in several commercials, training videos, and independent films.
I have been a volunteer financial education instructor for high school students.
White House, TN Chamber of Commerce Board of Directors