My team, the Manship Group, focuses on helping make sure our clients stay on track to achieve their financial goals, whatever they may be. We pride ourselves not only on helping our clients succeed, but doing so with a real collaborative spirit. We listen when clients speak. We attempt to fully understand their unique situation and aspirations so that they can live the life they've earned. Now more than ever sound financial advice is imperative. Being able to help clients effect a more secure financial future is, by far, the best part of my job. We offer many services, including portfolio management, retirement planning, and wealth preservation. We also work closely with clients' other trusted family advisors, including attorneys and tax professionals to help make sure their plans come together as seamlessly as possible. I attended Centre College, and graduated from Lipscomb University. I have been in the financial services industry since 2010, and joined my father at Merrill in 2015. Our business is expanding, and the prospect of working together for years to come is very exciting. When I'm not working I enjoy meeting new people, reading, all things gastronomic, and building things in my garage. I also have two small children, Jackson and Molly. Please reach out to me if: - You are currently retired or are nearing retirement and are seeking a retirement strategy. - You are in the process of, or are considering, divorce and are looking for a new wealth management plan. - You are dissatisfied with your current financial advisor and would like a second opinion. - You are an organization considering a Request For Proposal for your current investment portfolio. - You are a business owner or executive looking for professional financial guidance.