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 30 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 in Atlanta, 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 this firm as an act of independence. We firmly believe that individuals deserve the best financial solutions tailored to their specific situations. We proudly embrace a product-agnostic approach and hold ourselves to a fiduciary standard, always prioritizing our clients' interests.
Collectively, Jeff and I bring more than 60 years of financial planning experience to the table. 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 expertise and guidance they need to achieve financial success.