
What We Do
How we engage with our clients can vary depending on an individual's needs. We have the ability to provide guidance through dedicated planning, investment management, and insurance solutions. I personally get really excited when I can help people determine how to “pay themselves” in retirement to assure their money lasts at least one day longer than they do, and to disinherit the IRS to the fullest extent possible along the way.

Our Core Values
- Family - Family over everything! We have a lot of families that we are so blessed to be a part of; our immediate and extended families, our church family, friends, and our amazing Thrivent family!
- Relationships - We love developing new relationships and growing and strengthening existing ones.
- Loyalty - We are loyal to our family, to our clients, and most importantly...to the Chicago Bears!
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Location
Memphis Office
- Phone:
- 901-569-2737
Hours
M – F: 9 a.m. – 5 p.m.