Financial Advisor And Registered Principal
CurrentAs a Financial Advisor and Registered Principal, I am committed to providing professional asset management skills to our clients. We specialize in creating customized stock portfolios focused on income producing investments coupled with excellent customer service. Our focus is seeking stocks whose fundamentals include sound corporate management, strong earnings potential and sustainable competitive advantages at attractive prices.In 2007, we launched Aspen Grove Asset Management in Franklin, TN. Having started my investment career in 1991 with the notable investment firm, J.C.Bradford, in Nashville, I later worked as a Financial Advisor with Franklin National Bank, then PrimeTrust Bank, before associating with Raymond James.I hold series 7, 24, 63, 65 and Life and Health licenses and a degree in Business Administration from Lipscomb University, Nashville. I have served as an Alderman and a member of the Planning Commission for the City of Franklin, along with various other leadership positions for the Franklin and Williamson County Chamber of Commerce, the Williamson County Fair Association, plus with many other community and non-profit organizations.Under the Aspen Grove Asset Management banner, a practice whose advisors offer securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, our team has built a nearly $100 million portfolio. Our approach is an alternative to the common outsourcing of clients to packaged investment products, as we have built the firm's name with hands-on management of personally selected individual stock portfolios.Please visit our website at www.aspengroveassetmanagement.com for more on our team, investment philosophy and services offered.Aspen Grove Asset Management Office: 615-778-9842 or 888-778-9842For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info section.
