I meet people through introductions from clients and help them with their financial affairs. I also give many seminars about the various components of Financial Strategies with UT Dental Seniors, Prosthodontist Residents, Oral Surgery Residents, Periodontist Residents, Orthodontist Residents, and other Medical Professionals. Professional Services• Life Insurance• Disability Insurance• Health Insurance• Long Term Care Insurance• Personal & Business Insurance• College Funding• Investments• Retirement Planning• Emergency Funds• Business Planning • Tax Strategies• Comprehensive Financial Planning• Cash Flow Management• Risk Management • Estate Planning• Group Benefits Planning• Financial Needs Analysis• Fixed & Variable AnnuitiesProfessional Qualifications • Licensed to sell Life, Health, Long Term Care and Disability Insurance• Fixed and Variable Annuities• Long Term Care Certification• FINRA Series 6, 63, 65, and Series 7 RegistrationsPersonal • Grew up in Knoxville, Tennessee• Graduated from Maryville College with a B.A. in Computer Science and Business and a Minor in Accounting• Has been a Registered Representative and Financial Advisor since 2005.• Received Executive Certificate in Financial Planning from Christian Brothers University in Memphis, TN in 2008.• I have an 8 Yr Old Daughter, Sarah Ella and a 6 Yr Old Son, Wei, adopted from China. Wei is all boy! He loves tractors, trucks and boats! Sarah Ella is an aspiring Actress, Wakeboarder, Inventor, Swimmer and Comedian!• I play most sports—especially baseball, softball, tennis, and golf. •