OFFICE: Memphis
5100 Poplar Ave, Suite 2300
Memphis, TN, 38137
(901) 746-6324

Direct: (901) 746-6324
Fax: (901) 748-0222

Find me on LinkedIn
Download my vCard

I have a core belief that our most important duty in life is to serve as a steward for the people and things that we care about the most.

What I have found is that the greatest stewards are so busy providing for others that they seldom take time out to help themselves. They are so others-focused that planning for their own success almost feels selfish. My primary function is to help my clients understand the value of having a comprehensive plan that provides them a clear path toward their goals, based on their vision, and totally directed by their values.

Whether you are starting a business or exiting, beginning to accumulate for retirement or beginning to distribute your wealth in retirement, or simply wanting to make sure that your legacy is fulfilled with certainty, the planning we provide gives you unbiased guidance and advice that ensures you are on target.

Financial Planning
Risk Management
Investment Management
Retirement Income Planning
Qualified retirement plans
Education Funding
Estate Planning
Business Succession and Transition Planning
Executive Compensation Plans
Estate / Business Tax Reduction Strategies
Debt Management
Employee Benefit Plans
Charitable Gifting Planning

Catawba College
University of Central Florida
PGA of America Business School

Member and Volunteer of High Point Church Collierville
Young Life sponsor
Collierville Chamber of Commerce
Memphis Chamber of Commerce
Men's Golf Fellowship

Executives & Entrepreneurs