Growing up with roots in eastern Tennessee, I have been intrigued by the world of investments from the young age of 12. My father instilled this concept deep in my mind by requiring me to save and invest every month, and I would wake up every morning and check the newspaper to see how my mutual fund investments were performing. This allowed me to quickly pick up on the compounded value of saving and investing, market performance and following a clearly designed strategy, and this led me to want to help others in the same industry. I later moved to Mississippi in junior high school and went on to play baseball throughout undergrad and graduate school. I attended Mississippi College and initially thought I would go down the road of public accounting. During that time, I was fortunate enough to land a position with a local, highly regarded estate planning firm. This firm was looking for a college student to mentor and bring into the business, which opened my eyes to a brand new career path. I later realized that I could not have been brought into this business in a better fashion. These mentors allowed me to get in over my head and learn from them, and I fully credit this group for sparking my interest in the industry and providing me with a unique, hands-on opportunity that blends finance, proactive tax strategies, and relationship building. This later led me to found KTB Wealth Partners, a fee-based planning and money management firm. As of October 1, 2019, my partner Bill, my team of amazing staff and I have formally merged with Navitas Wealth Advisors. Collaboratively, our team will expand on the opportunity to serve second and third generation family members of current and future clients. This will allow individuals, families and privately held business owners to retain assets within the family and also to provide incentive for key personnel within the business. I am a firm believer that by helping clients to navigate the decisions of life and wealth across multiple generations, this will lead them to them achieving better family and financial outcomes. Securities offered through Lion Street Financial, LLC., member FINRA & SIPC. Investment advisory services offered through Csenge Advisory Group, a Registered Investment Advisor. Navitas and Lion Street Financial are not affiliated.