I am a Financial Advisor with Raymond James, in the firm's East Brainerd branch office. We believe the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and are deeply committed to helping our clients realize their long-term financial goals. We provide a comprehensive approach to retirement and financial planning to individuals, families and businesses.I employ the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet my clients' specific needs. I work with an interminable work ethic and dedication to meet my clients' expectations with exceptional customer service and the intention of being their trusted wealth advisor for live.I began my career as a CPA in Chattanooga after obtaining an MBA from The University of Alabama. I've earned Series 7 & 66 license. TN Life & Health Insurance license, Accredited Asset Management Specialist and Chartered Retirement Plans Specialist.When I'm not in the office, you will probably find me coaching my two sons, Asher and Wyatt, running downtown, playing golf or following the Crimson Tide. I've been married since 2005 to my beautiful wife Kimberly Cone and live on Signal Mountain.www.roundtableadvisors.com

Responsible for all finance functions of the Cleveland Plant including duties associated with themonthly financial close, maintaining a strong internal control environment, accuracy of the Physical Inventory and providing analytical support to Plant Manager. Help manage costs, identify areas of opportunity to reduce costs and improve efficiencies.

Responsible for product cost consolidation, month-end reconciliation with production systems and development of supplier claims process Finance Controller for VW Chattanooga’s Supplier ParkLead on cross functional team responsible for developing and implementing the plant’s full physical inventories

Assisted with the completion of audit engagements.Gained a thorough knowledge of the Client’s business needs.Prepared financial statements and management letters in accordance with audit standards.