I obtained a BSBA in accounting and my MBA in finance. I received the professional designations of Certified Public Accountant, CPA (inactive), and before starting my own practice spent a decade at a national firm. Prior to these roles I held trusted positions in public accounting and private industry.I also hold the CFP® professional designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and the Financial Planning Practice Standards.I want to understand what’s important to you. I use an established process to help you build personalized strategies to help reach your goals. I will partner with you and your family throughout your lives to keep you on track.--CA Insurance #4361689 | AR Insurance #21049659*Licensed in TN; not eligible to practice. Tax and accountancy services are not available through or provided by Riverline Wealth or &Partners, LLC.Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC.Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.This post is for general informational purposes only and does not constitute a recommendation or solicitation to buy or sell any security or make any other type of investment or investment decision. Any views presented in this post are solely those of the author and do not necessarily represent those of &Partners.Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.