I started in the insurance business in 2010 after staying home with our first daughter for a year. I began by helping seniors understand Medicare and purchase Medicare supplemental insurance. I began with Sterling Insurance as an agent and then was promoted to a field sales manager after 6 or 7 months. Sterling was bought right before I got there and then again while I was there. In mid 2012 started to see the company was not headed in the direction I wanted to move in. I was recruited into the independent insurance world. I took around 8 months to research the financial and retirement planning business. I was able to look at what products were best in what situations, with an unbiased approach. In 2013, I felt I could better serve my clients with a Series 65 securities license.
In March of 2014, I started Strategic Wealth Management, an insurance firm and I represented other RIA or investment firms to offer my clients investments. Strategic Wealth Management was started in Maryville, TN but after a year opened an office in Knoxville as well.
In the fall of 2018, I decided to move out to my own office and run my businesses. Also, that fall I started my RIA firm Strategic Wealth Investments, LLC which went active in the state of Tennessee on January 1, 2019. On December 15th, Strategic Wealth Management, LLC and Strategic Wealth Investments, LLC moved to 338 Ebenezer Road Knoxville, TN 37923.