As a CERTIFIED FINANCIAL PLANNER™, I help individuals and families navigate financial decisions with clarity, intention, and confidence. My role as a fiduciary means every recommendation is made with my clients’ best interests at the center. After joining SageView Advisory Group (now Creative ...more

As a CERTIFIED FINANCIAL PLANNER™, I help individuals and families navigate financial decisions with clarity, intention, and confidence. My role as a fiduciary means every recommendation is made with my clients’ best interests at the center. After joining SageView Advisory Group (now Creative Planning, LLC), I advanced into a full-time advisory position, earned the CFP® certification and Series 65 license, and continue to deepen my experience working with clients across all stages of life. I hold a B.S. in Finance and Business Administration from the University of Tennessee. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.less