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It's not just a strategy. It's personal.

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and we believe that no two clients should have the same, cookie-cutter financial strategy.

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Our Services

I am an independent financial advisor in Collierville, TN with more than 12 years of experience in wealth management for individuals, families, and professionals through investment and financial planning.  I also provide employer benefits services and financial wellness classes for employees.  As an independent advisor, I am not tied to proprietary products, nor am I limited to the services I offer.  Instead, I endeavor to provide the highest quality education on the choices available to you.  I focus on building the suitable strategy, addressing your risk tolerance, time horizon, and needs

Employers

Employers

Review retirement and executive benefits and explore financial wellness for employees.

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Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate STRATGIES

Estate STRATGIES

Manage your affairs during your lifetime and beyond.

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We're Here For You!

For more than 12 years, I have helped people like you explore their goals – and work toward them.  It all started with a few questions.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Retirement Plan Detectives

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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Behavioral Finance

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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