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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

My first passion is being a financial advisor and helping clients achieve success. However, extreme fitness and mixed martial arts are my most common pastimes when my wife and I are not traveling. I'll confess, collecting cuff-links (especially vintage) have fast become a favorite of mine.

Community Participation

I'm a member of VIPS (Volunteers in Public Schools) as is every member of our team. Through VIPS I've been able to mentor students and partner with schools to help replenish neccessary supplies. Also for the last 13 year I've volunteered with and supported the Arkansas Special Olympics. Giving back to each of these organizations has truly been a blessing.

My appreciation for historic homes has led me to be involved with the Quapaw Quarter Association and Downtown Garden Club whose missions are to preserve historic neighborhoods and landmarks within central Arkansas. My wife and I have spent the last decade restoring our home with their help.

Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies

Experience

Awards & Recognition

  • Chairman of the National Financial Planning Association, Arkansas Chapter, (2008-2009)
  • Platinum Financial Services Advisor, (2006-2012)
  • Ameriprise Circle of Success, 2008-2012
  • Invited to Million Dollar Round Table, (2001-2012)

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Bachelor of Science in Marketing & Finance, University of Arkansas Pine Bluff

Files for Download

My Videos

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