Certified Financial Planner practitioner specializing in retirement planning, investment management, complex business owner planning and company-sponsored retirement plans.

Has over 28 years of experience in sales management, business development, and strategic leadership within the financial services industry. Holds  professional designations, including Certified Long-Term Care (CLTC), Chartered Mutual Fund Counselor (CMFC), and Certified Financial Education Instructor (CFEI).

A highly accomplished Life Insurance Agent with New York Life's Memphis Office. Holds a Bachelor’s degree in Business Administration from LeMoyne-Owen College in Memphis, TN, and brings over 25 years of experience as a small business owner.

Partner at McConnell Jones, LLP.  Tax, Accounting, Advisory, Audit, Assurance, and Financial Planning services as well as instructing, mentoring, and collaborating with various colleges, universities, and associations.