About
SMEAC Financial
I wanted to put my 40 years of helping clients reach their financial goals as cost efficiently as possible. As an independent advisor, I have more research opportunities and planning flexibility.
Highly Experienced
I am AAMS® certified which is an Accredited Asset Management Specialist.
Focused on Your Financial Success
I listen. I try to keep the emotion out of the investment process. I keep clients pointed toward their investment goals.I help with risk management techniques.
Affordable
The cost of doing business reflects the value of my services and is not a revenue model for a large financial services firm.
What Can I Do for You?
I will help you manage your investments, portfolios, stocks, bonds, and more. I will also frequently point out great investment opportunities for you.
Get Started Today!
I provide our services to the following areas of Tennessee:
SMEAC Financial hours of operation are Monday through Friday from 7:30 AM – 4:00 PM.
I can also make appointments on the weekends, so be sure to book one! To get in touch, you can call me at (615) 385-7184.
