Garrett is a financial advisor for Longview Planning Partners. Based in Memphis, Tennessee, he specializes in comprehensive financial planning for physicians and dentists across the United States. He is a CERTIFIED FINANCIAL PLANNER® and has a master’s degree in financial planning. In addition, he has also taken specialized courses to obtain an in-depth knowledge of student loans and efficient repayment strategies.

In addition to his work with physicians, Garrett works with parents of children with special needs. Garrett holds the Chartered Special Needs Consultant® designation and leads educational workshops on special needs planning for organizations like the Down Syndrome Associate of the Mid-South. He and his wife are the parents to four boys.

‍

Areas of Financial Planning:

• Retirement Planning and Income Strategies
• Investment Planning and Tax-Aware Investing Strategies
• College Education Saving Strategies
• Special Needs Planning (Special Needs Trusts, ABLE Accounts, Government Benefits)
• Life Insurance
• Disability Income Insurance
• Long-Term Care Insurance
• Medicare Supplement Insurance (Medigap)

Professional Designations:

• Certified Financial Planner Professional™ (What is a Certified Financial Planner™?)
• Chartered Special Needs Consultant® (What is a Chartered Special Needs Consultant®)

Education:

• Master of Science in Family Financial Planning, Oklahoma State University.
• Master of Divinity, Abilene Christian University.
• Bachelor of Arts, Abilene Christian University.

Service:

• Treasurer and Board Member, Down Syndrome Association of Memphis and the Mid-South , 2020-2023
• Youth Sunday school teacher, Annunciation Greek Orthodox Church
• Youth soccer coach, Bartlett Youth Soccer