As a Maxwell Leadership Certified Coach, Teacher, Trainer and Speaker, I can offer you workshops, seminars, keynote speaking, and coaching, aiding your personal and professional growth through study and practical application of John’s proven leadership methods. Working together, I will move you and/or your team or organization in the desired direction to reach your goals.
The year 2020 marked my 35th year in the financial planning business and 20th year as owner and founder of Benchmark Wealth Management. From the humble beginnings of one assistant, the firm has grown to 24 team members and we are still hiring and growing. My biggest change came as I discovered my need for Dave Ramsey’s Baby Steps. Once on my journey of debt payoff and cash flow control, I began to teach and speak about it, eventually becoming a SmartVestor Pro with Ramsey Solutions.
I’m a proud Memphian who loves my job and I feel blessed to have done it for so long. I enjoy life outside of work, where I spend a lot of time with family and friends. In addition to socializing, I love quiet days with the dogs and a good book. I journal and write quite a bit. I love fountain pens — in fact, I collect them. Often, I can be found at my Lego table – putting together little buildings is quite therapeutic. The flexibility of my schedule allows me to pursue other business interests and especially allows me to pick up my great-niece and great-nephew from school. They have given me a new perspective on just about everything.
A graduate of the University of Tennessee, I earned my degree in Communications. I have 35 years of experience as a financial planner. My registrations, held with LPL Financial, include CFP®, CFS, Series 7, 63, 24, and I am licensed in 25 states. I am a Dave Ramsey SmartVestor Pro*.
I am a 2009 graduate of The Memphis Leadership Academy and have served on various boards to support Memphis. As a professor of Personal Finance at the University of Tennessee School of Pharmacy, I spent 20 years as a guide to wise investing and financial independence for future pharmacists. I am a certified Dream Manager* and I have delivered talks at several national leadership conferences for LPL Financial.
*The Dream Manager and The Dream Manager Program are licensed trademarks of Floyd Consulting.
Contact Me. I am looking forward to assisting you on your journey to increased personal growth and greater leadership success.