At Bluff City Advisory Group, it is our mission to help you work towards financial wealth through diverse investment strategies. We will work by your side to accumulate a long-term source of income that we can protect by providing holistic planning and services that will transfer to your retirement, your legacy and your dreams. Founded in Memphis, Tennessee, our team is comprised of established and seasoned financial experts who came together to serve businesses, individuals and families.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. -Analyze clients current financial situations-Create risk management plans for clients-Prepare long term financial plans for clients

-Handle the setup, service, and daily operations of a cigar shop-Enter orders into the POS system-Conduct end of the day reports outlining daily sales

Prepared spreadsheets comparing trailing returns for different Mutual Funds Sat in on UT medical school residents exit interviews, where we outlined the different disability insurance options available to them.Assisted secretary with budgetary control for employees personal insurance plans