Specializing in investment and retirement solutions
Qualifications & Registration:
- General Securities Representative, Series 7 Registration*
- Uniform Combined State Law, Series 63 Registration*
- Uniform Investment Adviser Law Examination, Series 65 Registration*
- SIE - Securities Industry Essentials Examination*
- Registered in Life and Health Insurance
- Bachelor of Science degree from Middle Tennessee State University
*Currently held with Cetera Advisors LLC
Joined LPL Financial and HTK Wealth Management in 2003. Services include investments in individual stocks, mutual funds, ETFs (Exchange Traded Funds), closed-end funds, life insurance, health insurance, long-term care insurance, fixed annuities, variable annuities, private real estate investment trusts, business development companies, managed money accounts, individual retirements, and small business retirement plans.
Various charitable and business organizations, including:
- *Partner in HTK Wealth Management LLC
- Lebanon Chamber of Commerce, member of the Sports Council
- Participate in the Benevolence outreach program through our church that assists community members who are struggling financially.
- Past participant in the Leadership Wilson program
- Chairman and/or Past Chairman for my different Church athletic teams (Adult Basketball, Softball & youth basketball), also assisted in Healing Hands Church lead program to provide food and shelter for the local homeless
Hobbies and Past Time Activities:
- Enjoy playing Golf when the time permits.
- Playing with my dog, Lizzie, who is part Border Collie and part Poodle.
- Any time spent together with my family (movies, hikes, bike rides, or vacation travels)