Today is the day and the time is now!
Conversations around financial planning, estate planning, long term care events, and retirement income are deeply personal, which is why you need a professional that you can trust. I am here to help you refine your goals, build a plan for today, and implement that plan for a brighter tomorrow.
As the father of four I understand the importance and value of having a strong financial strategy in place. I am proud to be a Thrivent financial advisor serving Middle Tennessee residents in Murfreesboro, Smyrna, and Rutherford County, as well as Nashville and the surrounding areas.
Services Offered:
- Holistic Financial Advice
- 401k, 403b, IRA, & Roth IRA
- Retirement Income Planning
- Asking the Hard Questions
- Special Needs Planning
- Tax Efficiency Planning
- Dad Jokes
- College Planning
- Non-profit Services
- Donor Engagement & Strategic Giving
- Business Solutions
- Group Benefits for businesses of 5(+) employees
- Employee Retention
- Executive Bonus Plans
- Buy/Sell agreements
- Business continuity
- More Dad Jokes
- Life Insurance
- Income Protection
- Long Term Care Planning
- Genuine Relationships
You're invited to join my family. As a client, you become a part of my life and I become invested in yours. Who better than family to help you tackle things head on. We'll work side by side with a heart focused on helping you live generously.
Set up your first meeting with me today and let's work together to achieve your version of financial freedom.
I love meeting new people. Feel free to call or text: 615-439-3091
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Murfreesboro Office
- Phone:
- 615-578-0241