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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • I enjoy traveling with my wife and kids.
  • I've been studying martial arts for the past 37 years.
  • I attend The Orchard Fellowship Church.

Community Participation

My family and I have been involved in serving the meek in our community at Wesley Towers in Memphis. These are the elderly and the discarded of our community. We help with food, transportation and encouragement.

Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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