University of Tennessee alumnus with a degree in Finance and Economics, currently serving as a wealth advisor for EP Wealth, a boutique wealth management firm located in Nashville, TN. At EP, our team's dedication to financial planning and investment management is driven by a commitment to our ...more

University of Tennessee alumnus with a degree in Finance and Economics, currently serving as a wealth advisor for EP Wealth, a boutique wealth management firm located in Nashville, TN. At EP, our team's dedication to financial planning and investment management is driven by a commitment to our clients' success and financial well-being. My role extends beyond managing investments and financial planning —it encompasses nurturing relationships and ensuring client satisfaction through comprehensive service.less