My Approach

It’s never too early to begin thinking about leaving a legacy. I can help my clients design a plan that’s consistent with their dreams and values — for today and tomorrow — and helps pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With my experience in estate planning strategies and our exclusive Confident Retirement® approach, I help guide my clients through their options and how they impact their entire financial situation.

Interests

  • Spending time with my two children
  • Coaching my son
  • Supporting my children in their activities
  • Exercising
  • Golf
  • Gardening

Community Participation

  • Member of Sunshine Church of Christ

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Saving for Education

Education

  • Harding University - Bachelors of Business Administration in Accounting

My Videos(2 videos) X