Wealth Advisor and Managing Partner

Managing personal assets can feel overwhelming, even for individuals who have handled multi-billion-dollar budgets in their professional careers. Personally, my greatest desire is to provide solutions to those who are in need, and the sense of relief they express is truly tangible. It's a significant part of why I am so passionate about what I do.

With over 31 years of experience in helping investors achieve their goals, my journey began after graduating from Southwest Baptist University. I spent approximately 11 years working with commission-based firms like Dean Witter/Morgan Stanley in New York and St. Louis, followed by a brief period at UBS Paine Webber in St. Louis. However, the constant pressure to sell products through cold-calling, sales contests, and pushing investments made me realize that this approach wasn't aligned with my values.

Originally from St. Louis, my wife Kim and I have called Franklin our home since 2003. We are blessed with twin children, Grant and Ellie. Grant recently graduated from Auburn University and is now working at Tractor Supply as an analyst, while Ellie is pursuing her graduate degree in Integrated Marketing Communication at Ole Miss. Completing our family unit are two lovable rescued shih-tzus named Freddy and Karley.

Outside of my work, I am an ardent fan of the Nashville Predators (Kim often teases me that I had Predator tickets before we even had a house when we moved to Nashville). I also have a passion for duck hunting and waterfowl conservation.

After collaborating for over 22 years, my colleague Jeff and I founded Flagship Financial Advisors because we believed it would allow us to deliver sound financial solutions to our clients specific situations. We firmly believe that individuals deserve sound financial solutions tailored to their specific situations. We proudly embrace a product-agnostic approach and hold ourselves to a fiduciary standard while prioritizing our clients' interests.

With both Jeff and me each possessing over 30 years of experience, we collectively offer more than 60 years of combined financial planning experience. We have a deep understanding of what it takes to navigate life's transitions and proactively prepare for what lies ahead. Our commitment to our clients is unwavering, and we strive to provide them with the experience and guidance in the pursuit of financial success.