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 Professional™ 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 is a Chartered Special Needs Consultant® 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.

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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