Today is the day and the time is now!
Financial conversations 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 for Individuals:
- Personalized fiduciary advice
- 401k rollover, IRA, & Roth IRA
- Cashflow planning
- Retirement income
- Special Needs Planning
- Tax efficiency
- Tax efficient wealth transfer
- Dad Jokes
- Life insurance
- Income protection
- Extended care planning
- Genuine relationships
Business Services
- Non-profit services & donor engagement
- Planned giving
- Group benefits for businesses of 15(+) employees
- Executive bonus plans
- Buy/Sell agreements
- Business continuity & exit planning
Join my family of clients. As your financial advisor, I become a part of your life, deeply invested in your financial success. Together, we’ll tackle challenges head-on, focusing on helping you live generously and achieve your financial dreams.
Schedule your first meeting with me today, and let's work together to achieve your vision of financial freedom. I look forward to meeting new people and helping them secure a prosperous future.
Feel free to call or text: 615-439-3091
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Locations
Murfreesboro Office
- Phone:
- 615-578-0241