Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Consulting on potential benefits and risks of IRA rollovers
  • Investments
  • Family Finances
  • Sustainable and Responsible Investing

Community participation

Maumelle Lions Club, President; Maumelle Cubs Club, President; Lions Club District 7N, Second Vice District Governor; Prodigal Heroes non- profit, Board of Directors, Treasurer; Maumelle Charter Schools Falcon Family 5k Race Director; Maumelle Chamber of Commerce, Ambassador; Maumelle Community Partners, member; New Life Church- Greater Little Rock, Event Team Coordinator

Interests

In my spare time I enjoy volunteering for community organizations and New Life Church. Additionally, I participate in triathlons and running in long distance events. I also coach endurance athletes towards their physical goals.

My photos

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