Your lasting legacy

• AL
• AZ
• CA
• CO
• DC
• FL
• GA
• IL
• IN
• KY
• NC
• OH
• SC
• TN
• TX
• WA

I began my career in 1996 when I joined UBS, then JC Bradford, and throughout the years have helped clients manage their wealth during good times and bad.  With our clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning in order to implement total comprehensive planning for life.

We advise small business owners and affluent families in succession and estate planning. One of our team's goals is to provide sound advice and results for multiple generations by helping with education funding and estate planning in order to eliminate as many surprises as possible. 

I am FINRA-registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance, and variable annuities. In addition, I hold my CFP license ensuring the highest level of fiduciary responsibility.  My Bachelor’s degree in Finance and Economics is from the University of Tennessee Chattanooga.

My wife Kathy and I, along with our two children, live in Chattanooga, TN and attend First Centenary United Methodist Church. I serve on multiple boards with The University of Tennessee Chattanooga including the University of Tennessee Advisory Board, the UTC Alumni Chapter, the Mocs Club Advisory Board, and the University of Tennessee at Chattanooga Chancellor's Roundtable. I enjoy traveling, golf, biking, and am a member of US Masters Swimming.

• Forbes Best-in-State Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• University of Tennessee Chattanooga, Bachelor's Degree in Finance and Economics

• CERTIFIED FINANCIAL PLANNER®

• AL
• AZ
• CA
• CO
• DC
• FL
• GA
• IL
• IN
• KY
• MA
• NC
• OH
• SC
• TN
• TX
• WA

I began my career at UBS in 2016, after interning the previous year with T3 Financial Group.  You could say my "job" is managing wealth.  To me, though, it's not a job at all, but a passion. And a promise.

With my clients, I emphasize the process of planning for retirement and legacy planning as baby-boomers enter retirement and millennials become the largest portion of the workforce.  Working with both generations will enable us to offer advice tailored to our clients' needs and wishes.

I am FINRA-registered and hold Series 7 and 66 as well as licenses for life, accident and health insurance, and variable annuities.  I obtained my Bachelor's degree from the University of Tennessee Chattanooga, as well as my MBA from UTC's College of Business.

In addition to my career, I am a former collegiate-football player for the University of Tennessee  Chattanooga.  I am a Nashville native, an avid cyclist and hiker, and enjoy playing golf and reading in my free time.

• University of Tennessee Chattanooga, Bachelor's Degree
• UTC's College of Business, MBA

• CERTIFIED FINANCIAL PLANNER®

• AL
• FL
• GA
• KY
• NC
• TN
• TX

I joined the T3 Financial Group in May of 2021. Before UBS Financial Services, I worked at Unum for ten years in sales and client management.

With a background rooted in the client experience, I am highly focused on helping each individual we work with achieve their goals, resolve blind-spots, ensure the wellbeing of what matters most to them, and perhaps most importantly: challenging, encouraging, and assisting them as they create a lasting legacy. 

Client trust is more than a requirement for me, it is privilege, and as the T3 operations lead, my goal is to consistently deliver clear communications, set reliable expectations, and maintain the highest level of privacy and information security with every interaction.

I am FINRA registered and hold a Series 7 and 66. I received a Bachelor of Arts degree in Literature and Writing from Union Institute and University of Vermont, and a Master of Arts degree in English from UTC. Although I was born and raised in Dryden, Ontario, I have called Chattanooga home for over twenty years. I love the Scenic City! I live in Fortwood with my husband, Nick and my cat, Sascha.

When I am not in the office, I am an avid writer and reader. I also enjoy many activities around the city. Whether playing tennis at Manker Patten, boating, hiking at Stringer’s Ridge, or practicing yoga, I enjoy being on the move. 

• University of Tennessee at Chattanooga, M.A. English