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Location
Knoxville, Tennessee
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Experience
9 years
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Credentials
CERTIFIED FINANCIAL PLANNER®
For almost ten years, I’ve had the privilege of helping individuals and families live life their way. As a financial advisor, it’s my responsibility to understand and address every part of your financial life, from cash flow to investments to taxes and much, much more. But it’s also important that I take time to know your life outside the numbers, like who and what matters most to you and why. After all, this, not money, is what makes you you. Then, we work together to develop a plan that gives you the freedom to enjoy today while feeling confident about tomorrow.
My wife, Taylor, and I call Knoxville, Tennessee home. You can usually find us walking our two dogs, Charlie and Chief, or spending time at a local restaurant or brewery with the people closest to us. We also like to travel, whether it’s relaxing on a beach, exploring a city, or taking a hot air balloon ride over the desert. Remember, the good life isn’t just ahead. It’s now. So, let’s take something good and make it even better.
Team Canopy
Canopy Team
Rooted in collaboration and elevated by achievement, Team Canopy brings a wide-reaching perspective and strong, steady support to every client relationship. As winners of the 2025 Root Olympics, they know how to show up when it counts—but more than that, they represent what it means to grow and thrive together.
At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.
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