My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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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

Areas of Focus

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

Experience

4

Education

  • Harding University - Bachelors of Business Administration in Accounting