Fee-Only Financial Planning & Investing for Today's Professionals.
I’ve thought a lot about the word compromise lately. In some instances, it can be a very good, diplomatic and helpful way to solve tough issues that are rarely black and white.
In other instances, it can mean that we’re settling. That’s what I’ve wanted to avoid as I’ve built this business for clients. There should be a no-compromise option for individuals and families to receive professional, unbiased support for all their financial goals.
By de-coupling professional advice from product sales, we can work together on what is most important to you without potential conflicts of interest or undue focus on one aspect of your financial plan over another.
Over the years, I have been privileged to work with a wide variety of clients, from young people wanting a ‘smart start’, to multi-generational high net worth families. These experiences have shown me that financial planning can be very complex, but the process doesn’t have to be intimidating or overwhelming.
I began working in the financial services industry in 2000, earned an MBA from the University of Tennessee at Chattanooga in 2001, and became a CFP® professional in 2006. In 2005, I began developing a financial education non-profit organization, Common Cents Financial Literacy, Inc. to help guide young people toward an independent and responsible financial future. Additionally, I served as an adjunct Finance instructor at the University of Tennessee at Chattanooga from 2014 - 2017. In February 2019, I earned the Enrolled Agent (EA) tax designation from the IRS.
While my professional life is solely focused on personal finance, I actually don’t believe it’s all about the money. I believe that we need to be good stewards of the resources we have and we will be able to achieve more for ourselves and for others if we are thoughtful and well prepared for the future.
Having a solid financial plan is about giving you the peace of mind to enjoy all the things that are important to you.
I am dedicated to helping my clients connect their realities of today with their future goals.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bridge Financial Planning, LLC | Chattanooga, TN | Jan 2015 - Current | 9 |
| Common Cents Financial Literacy | Chattanooga, TN | Aug 2013 - Jun 2019 | 5 |
| University Of Tennessee At Chattanooga | Chattanooga, TN | Jan 2013 - May 2017 | 4 |
| Partnership For Families, Children And Adults | Chattanooga, TN | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
- FL
- GA
- IN
- TN
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Total Assets Under Management74MILLIONS
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Total Number of Accounts275ACCOUNTS
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Average Account Value$269,264
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, IN, TN
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