Worried About Money?

I Can Help

Taking control of your finances can bring up a lot of stressful questions:

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“How do I make a budget I can actually stick to?

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“What’s the best way to pay off my debt?”

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“What if an emergency comes up? Will I be able to afford it?”

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“Will I have enough money to retire?”

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“Will my plan actually work?” 

If money stresses you out, I get it. But here’s the truth:

Managing your money DOES NOT have to be stressful.

Most people in the world of finance make this stuff more complicated than it needs to be. But I’m here to simplify it for you.

No fluff. No BS. Just facts.

That way, we can address any fear you might have around money and start building your confidence with money.

My goal is to empower you to go from financial confusion to financial confidence. I want you to be able to:

Understand complicated financial concepts, so you’ll feel empowered to take charge of your money

Put an easy-to-follow financial strategy in place, so you can stop doubting yourself when it comes to money

Finally create a solid plan for your future — with the money to actually back it up

Gain confidence about your finances and discover how money can be a powerful tool that helps pursue your dreams

Hire an ethical, trustworthy financial advisor if you want personalized guidance

Take Control of Your Finances

Work With Me One-On-One

How I Got My #1 Belief About Money From A Disney Movie

One night, I was watching Cinderella with my wife and daughter, when a quote stood out to me:

“A Dream is a wish your heart makes.”

And I realized something:

Dreaming big isn’t just for kids watching Disney movies… it’s for adults too! Especially adults who want to take charge of their money.

As most people grow up, they lose sight of their dreams. The belief that “I can do anything if I set my mind to it!” slowly dies.

We stop dreaming. And we start worrying.

I want to flip that on its head. I want you to stop worrying and start dreaming!

That’s why one of the first things I ask my clients is:

“What do you want? Dream BIG!”

I tell them not to worry about what’s “realistic.” I tell them to run wild.

What dreams did you have as a kid?

What would you do if money was no object?

What do you want to do when you don’t have to work anymore? Sit on a beach and drink margaritas all day?

These questions flip the “fear script” many of them have learned around money. Instead of viewing money as a stressor…

It helps them view it as a powerful tool to pursue their dreams.

Getting clear on this stuff is what really helps people take control of their money. It’s what takes them from powerless to empowered.

That’s why defining your dreams is so important to me.

And yeah, that’s why my most important belief about money comes from a Disney movie.

Here Are A Few Others Things You Should Know…

I graduated from the Walton College of Business, University of Arkansas, in May 2009 with a B.S.B.A. in Finance. 

I’m a Wealth Advisor at Paradigm Wealth Partners in Knoxville, Tennessee with my father.

Also in 2020, I launched my podcast, What The Wealth?!, so I could share simple, bite-sized financial tips to empower people to take control of their finances.

In 2020, I published my first book, titled What the Wealth?! A Guide To Financial Clarity For Professionals and Families, because I wanted to give people simple, clear-cut financial advice they could immediately apply to their lives.

I’ve been a financial advisor since 2010.

I received my CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2018. The CFP® designation is a rigorous certification for a financial advisor.

I love food, but I’m a picky eater. (I love queso, crawfish, steak, and lobster… but I avoid vegetables at all costs. I’m not a rabbit!)

I like Dave Matthews Band and John Butler Trio, but I love country music… and if there’s a patriotic song on the radio — it’s probably gonna give me goosebumps.

Take Control Of Your Money With My

"CLEAR" 1-Page Wealth Plan

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1-Page Wealth Plan

 

 

You shouldn't need a bachelor's degree in Finance to get control of your own finances. This plan puts the most important pieces of your financial life on one sheet of paper. That way, you have a simple strategy to work towards financial freedom without getting overwhelmed.

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