President & Co-Founder

Investment Advisor Representative

Retirement Planning, Investments, Long-Term Care, Life Insurance, Medicare, & Estate Planning

Brentwood, Tennessee

Helping Families Protect What Matters Most

My journey in the insurance and financial services industry began in 1997, inspired by a deeply personal experience. When my grandfather developed dementia and needed long-term care, I saw firsthand the emotional and financial toll it took on our family.

That experience shaped my career and gave me a passion for helping other families prepare for life's unexpected challenges.

I began my career focusing on long-term care planning, helping individuals and families understand their options and put strategies in place to protect their loved ones, their savings, and their independence. Today, I'm based in Brentwood, Tennessee, and work with investment advisory clients across the country, helping them prepare for retirement, manage their investments, and protect what they've worked hard to build.

As an Investment Advisor Representative, I have a fiduciary responsibility to act in my clients' best interests when providing investment advisory services. I believe good financial guidance starts with understanding each family's unique situation and helping them make informed decisions about their future.

Over the years, my work has expanded to include Medicare, retirement income planning, investment strategies, life insurance, and long-term care planning. I believe these decisions should work together to help families protect what they've worked hard to build.

In 2016, Cory Carlton and I founded Both Hands Financial Group with a shared vision: to positively impact as many people as possible by partnering with some of the best agents in the industry. We wanted to build an organization where knowledgeable, caring professionals could work together to serve more individuals and families.

After nearly three decades in the industry, my commitment remains the same as when I started: helping families prepare for the future so they can spend less time worrying about what might happen and more time enjoying what matters most.

Let's Talk About Protecting Your Future.

Schedule a no-cost consultation to discuss your retirement, long-term care, Medicare, and insurance planning needs.