Retirement Planning Specialist

It is important to me to always keep in mind that my client's best interests be the guiding force when I assist them with their financial future. By assisting my clients in clarifying their needs, financial goals and investment objectives we form a long term partnership and work to make it both beneficial and rewarding. In an effort to enhance my knowledge of the latest tax, insurance and investment laws and planning techniques, I maintain memberships in the following organizations: The Certified Financial Planner Board of Standards, the Financial Planning Association, the Society of Financial Service Professionals, the East Tennessee Chapter of the Financial Planning Association and the Knoxville Estate Planning Council. I have been in practice in the financial services and insurance business since 1982.

Now that you've learned a little bit about me and the work I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed on my Home page or register for a no obligation meeting here on my Web site using the "Appointment Sign-up" link. Let's work together to help you build a more secure financial future.

Thanks for visiting.


CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CERTIFIED FINANCIAL PLANNER BOARD of Standards, Inc. These marks are awarded to individuals who successfully complete the Boards initial and ongoing certification requirements.

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Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Waypoint Financial Partners ( formerly Imbrey & Associates is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 865 588-9333