“Before joining RWM, I worked at two different RIAs, combined I have 8 years of experience working directly with Charles Schwab and BNY Mellon Pershing.”
“Building relationships and trust with the clients as they maintain and achieve their financial and personal goals. I love when clients call and share their milestones: new house, new grandbabies, and retirement.”
“My husband, John, and I love going to Downtown Nashville to concerts, traveling, and our new favorite activity Kayaking! We recently adopted our first dog named LOLA, a FLUFFY white GREAT Pyrenees”
Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.
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