As a 30-year financial industry veteran, I'm passionate about assisting our advisors that help our customers in achieving their goals and protecting their investments. I formerly held the position of Senior Fixed Income Trader at Morgan Keegan and have a Finance degree from the University of Tennessee. I hold certifications as a Certified Plan Fiduciary Advisor and an Investment Securities Principal.
What motivates me is seeing plans perform and the constant evolution of individual investors' capabilities. I pride myself on providing diverse industry experience and an analytical approach, along with prompt attention and concise information.
I was born and raised in Nashville, but have lived in Chicago and Denver before returning to my hometown. My wife Joan and I have two boys, Benjamin and Samuel. Outside of work, I enjoy spending time with my family, watching youth baseball, and exploring the great outdoors.