As a Wealth Advisor, I dedicate my expertise to financial planning and portfolio management for our valued clients. With nearly a decade in the financial services industry and a prior 20-year career as an engineer, I bring a unique perspective to my role. My specialties include retirement planning, education planning, estate planning, tax-smart investing, values-based investing, and alternative investments.

In 2023, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation, followed by the Certified Kingdom Advisor^® (CKA^®) in 2024, and the Certified Exit Planning Advisor^® (CEPA^®) certification in 2025. I hold a Bachelor of Mechanical Engineering degree from the Georgia Institute of Technology.

I am deeply motivated by the relationships I build with my clients. I find fulfillment in assisting them with financial planning tailored to their goals. I assist clients with goal setting and providing accountability in executing plans. Organization is a strength, which allows me to support clients who are busy with their careers and have limited time for their finances.

Originally from Hull, Georgia, I now reside in Walland, Tennessee with my wife, Janna. We have three daughters, Josie, Clare, and Betsy Lane. Outside the office, I cherish time with my family, enjoy hiking, and actively participate in church activities. I've been attending the Eastside church of Christ in Maryville, TN since 2004, where I serve as a deacon. I am passionate about spreading the gospel of Jesus Christ throughout the world.