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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 wife, sons, and daughter
  • Hunting, fishing, camping, and golf
  • Volunteering in my community with Chenal Civitan Club
  • Contributing to my Church and kids' schools

Community Participation

Chenal Civitan Club-Charter President

Financial Planning Association-Arkansas Chapter-Annual Symposium Chair

Areas of Focus

  • Education Planning
  • Estate Planning Strategies
  • Small Business
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Associate in Arts Business Administration, Texarkana College
  • Bachelor of Business Administration Finance, Texas A&M University, Texarkana

Files for Download

My Videos

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