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I am a CERTIFIED FINANCIAL PLANNERâ„¢ professional at Visionary Horizons Wealth Management. I have over 7 years of experience from my roles in banking and wealth management. My passion lies in serving clients with the complete financial picture in mind. I specialize in tax planning and providing guidance to clients contemplating retirement or other life transitions. As a Dave Ramsey Smartvestor Pro, I enjoy making sure clients and their spouses find peace in their financial decisions. I am no stranger to small business and grew up working in my family business, a campground and marina on Cherokee Lake, in Rutledge, TN. I am a graduate of the University of Tennessee with a degree in Finance. In my free time, you will find me fishing, watching sporting events of all kinds (Go Vols!), and spending time with my wife and our Golden Retriever Barron (named after the financial publication).
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