With over 25 years of experience in investment management and financial planning, Perrie specializes in helping her clients reach their financial goals. Whether you want to grow your wealth, have financial security, or create more meaning with your money, she will assist you create and implement the right plan to help get you there.

As a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, Perrie enjoys working alongside clients throughout the planning process and celebrating with them when they conquer their financial goals. With a lifelong love for people and numbers, she is dedicated to providing comprehensive financial planning tailored to the needs of each unique individual and family. She received a BBA degree with an emphasis in business finance from Middle Tennessee State University.

Perrie loves spending time with her husband (Keith) and children (Ellie and Carter). She is an active member of Brentwood Baptist Church and serves on the Board of Directors for the Franklin Family YMCA. In her spare time, Perrie enjoys watching movies, listening to music, playing with her dog, Dodger, and going to the Tennessee Titans games. She looks forward to playing golf with her husband when she retires and dreams of traveling more one day.