I began my career in 1996 when I joined UBS, then JC Bradford, and throughout the years have helped clients manage their wealth during good times and bad.  With our clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning in order to implement total comprehensive planning for life.

We advise small business owners and affluent families in succession and estate planning. One of our team's goals is to provide sound advice and results for multiple generations by helping with education funding and estate planning in order to eliminate as many surprises as possible. 

I am FINRA-registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance, and variable annuities. In addition, I hold my CFP license ensuring the highest level of fiduciary responsibility.  My Bachelor’s degree in Finance and Economics is from the University of Tennessee Chattanooga.

My wife Kathy and I, along with our two children, live in Chattanooga, TN and attend First Centenary United Methodist Church. I serve on multiple boards with The University of Tennessee Chattanooga including the University of Tennessee Advisory Board, the UTC Alumni Chapter, the Mocs Club Advisory Board, and the University of Tennessee at Chattanooga Chancellor's Roundtable. I enjoy traveling, golf, biking, and am a member of US Masters Swimming.

Registered States:
AL, CA, CO, DC, FL, GA, IL, IN, MA, NC, OH, TN, TX, WA

My experience in financial services spans more than 30 years including positions held at Suntrust Bank and here at UBS beginning in 1992, then JC Bradford.  As the markets have become increasingly uncertain, my clients value the emphasis I place on asset allocation and helping them manage risk prudently while looking for opportunities for income and growth.  During a challenging financial environment, it’s especially important to stay focused on your goals.

At UBS, we offer our clients access to some of the world’s most powerful financial resources. But the most important resources of all are the ones I bring to the table whenever we discuss your needs – listening and understanding. They are the first steps in the disciplined, ongoing process of wealth management.

I am FINRA-registered and hold Series 7 and 66 securities licenses as well as licenses for life, accident and health insurance, and variable annuities.  I obtained my Bachelor's degree from Vanderbilt University in 1974.

A resident of Chattanooga, TN, my favorite way to spend my free time is with my two adult daughters who live in Nashville, TN and New York.  You'll also find me enjoying reading, watching movies and sporting events - especially the Vanderbilt Commodores and St. Louis Cardinals - and watching European football.  I also do a great Elvis impersonation.  "Thank you, thank you very much."

Registered States:
AL, CA, CO, FL, GA, IL, NC, TN, TX

I began my career at UBS in 2016, after interning the previous year with T3 Financial Group.  You could say my "job" is managing wealth.  To me, though, it's not a job at all, but a passion. And a promise.

With my clients, I emphasize the process of planning for retirement and legacy planning as baby-boomers enter retirement and millennials become the largest portion of the workforce.  Working with both generations will enable us to offer advice tailored to our clients' needs and wishes.

I am FINRA-registered and hold Series 7 and 66 as well as licenses for life, accident and health insurance, and variable annuities.  I obtained my Bachelor's degree from the University of Tennessee Chattanooga, as well as my MBA from UTC's College of Business.

In addition to my career, I am a former collegiate-football player for the University of Tennessee  Chattanooga.  I am a Nashville native, an avid cyclist and hiker, and enjoy playing golf and reading in my free time.

Registered States:
AL, CA, CO, DC, FL, GA, IL, IN, MA, NC, OH, TN, TX, WA

I started my career at UBS in 2017, after working at a local investment advisory as an administrative assistant.

As the client service associate for our team, I focus on clear and courteous communication with clients.  I hold myself to the highest standard of integrity especially with client privacy and information security.

I obtained my Bachelor's degree in Economics and Management from the University of Georgia. After graduation, I returned to my hometown of Chattanooga, TN to be closer to my family.  I currently reside on Lookout Mountain with my husband, Newton, and our pets.

In addition to my career, I enjoy spending my free time outside hiking, running, swimming, skiing, and appreciating the Scenic City.  I also like to travel and watch live music.   

Registered States:
GA, TN