Resume

• 141109

  CFP(r)

  CFP Board

• 2013

  Rotary International

  Blood Donor

  Began donating in high school

  up to 4.25 gallons now. First I did it to skip class

  then I did if for the Oatmeal Creme Pie and Coke

  now I just do it.

  Red Cross Blood Services

  Estate Planning

  Asset Allocation

  Public Speaking

  Insurance

  Retirement Planning

  401k

  Investments

  Certified Financial Planner

  Strategic Financial Planning

  Vick

  MBA

  CFP®

  Landon

  Vick

  MBA

  CFP®

  Cravens & Company Advisors

  LLC

  Raymond James Financial Services

  Inc. Member FINRA/SIPC

  Tennessee Tech University

  I am part of an independent financial planning practice providing investment management services and broad-based financial planning including the areas of retirement savings

  retirement income

  long-term care

  and estate and legacy planning. Our clients are both retirees and pre-retirees that desire the freedom

  flexibility

  and purpose that can come from financial independence

  prudent investment decisions

  and intentional living. \n\nOur mission is to be a trusted financial advisor to our clients and to serve those around us as we would want to be served ourselves.\n\nFor important disclosure information

  please see \"Social Media Disclosure\" link in the \"Contact Info\" section.\n\nInvestment advisory services offered through Raymond James Financial Services Advisors

  Inc.

  Raymond James Financial Services

  Inc. Member FINRA/SIPC

  Adjunct Professor

  I teach Personal Finance 2000 at Tennessee Tech University. The course covers the fundamentals of personal financial planning

  budgeting

  money management

  housing decisions

  insurance

  tax

  investments

  and retirement and estate planning.

  Tennessee Tech University

  Cravens & Company Advisors

  LLC

  Cookeville

  Crossville

  Fairfield Glade

  Member of a fantastic team of people within an independent investment advisory firm and a registered representative of an independent broker dealer.\n\nBegan working as a paraplanner assisting in financial and investment planning and research.\n\nGrew into a managerial role overseeing operations and the delivery of financial and investment services.\n\nUltimately became a Lead Advisor responsible for developing new client relationships and serving clients of the firm.

  Advisor

  Member

  Financial Planning Association

• 2007

  Certificate in Financial Planning

  Boston University

• 2003

  MBA

  Management

  Betta Gamma Sigma

  Alpha Lambda Delta Honor Society

  Who's Who Among American Colleges and Universities

  Tennessee Technological University

• 1999

  BS

  Finance

  Reformed University Fellowship

  Society for the Advancement of Finance and Economics

  Student Orientation Leader

  President's Ambassador

  Student Admissions Representative

  INTRAMURAL SPORTS

  Betta Gamma Sigma

  Alpha Lambda Delta Honor Society

  Who's Who Among American Colleges and Universities

  Tennessee Technological University

• 1995

  Co - Captain - Golf Team

  Who's Who Among American High Schools

  Editor - Yearbook

  Participant - Presidential Classroom

  Columbia Central High School

• The Cautious Hat Maker

  Cookeville Pregnancy Clinic

  Executive Board Member - President

  Adoption agency serving the Upper Cumberland region of Tennessee

  The Hope Center