When working to formulate a sound financial strategy, I believe in taking a long-term view. My integrity, experience, and hands-on approach, combined with products and services backed by Equitable Advisors's vast resources can help you plan for - and build - your financial future. I maintain membership in the Certified Financial Planner Board of Standards, the Financial Planning Association, the East Tennessee Chapter of the Financial Planning Association,the National Association of Insurance and Financial Advisors and the Knoxville Association of Insurance and Financial Advisors. I have been in practice in the financial services and insurance business since 2000.

 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 Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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 Equitable Advisors, LLC or its affiliates.

Phone 865 588-9333