Sundi Puckett, MBA

I am a wife to my hard working husband and a mom to three incredible boys who have all flown the nest.  We moved to Tennessee over eight years ago for the green trees, rain, and gorgeous weather.  After being a professional florist for twenty-five years and running the finance side of several businesses, God finally showed me what I was supposed to be when I grow up.  My purpose in life is to walk with people as they prepare for life events like college savings and retirement.  For business owners, I help them be able to provide 401k plans for their employees and also walk them through the process of preparing for retirement themselves.  My heart breaks for people who have reached the age where they can no longer work and they are dependent on social security payments to survive.  I am a numbers girl and budget junkie!