President
Certified Financial Planner™ Professional
I’m a planner. It’s how I’m wired. Whether it’s planning for a vacation to Paris with family, all the way to starting a family and building a successful business…they all require planning, attention to detail and a focused commitment. This kind of mindset lends itself to the passionate devotion I have to help our clients set meaningful financial goals and see them to a successful completion. Nothing could be more professionally satisfying to me.
There’s nothing better than teaming up with professionals, entrepreneurs, and their families to develop a plan and see it through. Regardless of what the economy, the stock market…or simply “life” throws at them. We’re in it together and nothing falls through the cracks.
I started Premier Private Wealth, LLC over 20 years ago with a passionate focus to build a team of professionals who can utilize our extensive knowledge base to stay on top of the most successful tools and information to guide our clients. We’ve certainly done that, but what began as an exercise in technical excellence has evolved into a humbling experience where clients allow us into their lives in a way I could have never imagined. Sure, money is important but what it does for people is so much better.
I get to be a part of someone retiring and enjoying the fruits of their labor, parents helping their kids with that first down payment on their house, support a charity that strengthens our community, or celebrate the success of building then selling a business. I walk alongside families that have to make tough decisions on care for loved ones. Who would have thought that my knowledge of economics and the stock market would evolve into countless situations where I end up helping genuinely good people who become friends, not just clients? Wow.
I do stay busy keeping pace with an ever-changing financial landscape. Education is really important and is why I have earned and embrace the CERTIFIED FINANCIAL PLANNER™ certification, the benchmark for financial planning, as well as the Accredited Investment Fiduciary® designation highlighting my commitment of putting my client’s best interests first. I’ve been recognized by Forbes magazine as a “Best-In-State Wealth Advisor”* in the state of Tennessee. In addition, I attend many conferences and workshops throughout the year as well as serve on Boards to organizations I feel have a mission of increasing the quality financial service and advice that people need.
With two teenage daughters, my wife Julie and I live a busy life in Brentwood, TN. We enjoy travelling as a family and love taking trips to Europe and across the US. Between sports, school, church, and work, there is never a dull moment but I wouldn’t have it any other way. As any parent knows, “The days can be long but the years are short.”
* 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 7,321 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
