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Medina Office

503 West Church Street

Medina, TN 38355

Nashville Office

2931 Berry Hill Dr

Nashville, TN 37204

It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

Our Mission

Our Mission

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Our Values

Our Values

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Products & Services

Products & Services

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Meet The Team 

Meet The Team 

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Products & Services


  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Alternative Investments
  • Fixed Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Our Team 


Financial Advisor



After graduating with an MBA from the University of Memphis in 2001, I open my first business at age 25.  In 2007, I sold that business prior to the financial crisis.  I then started in this business in 2010.  I began working.......

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Client Centered

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Still Unsure? We Can Help

Thank you!