My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

Spending quality time with family and friends

Supporting the Batesville Pioneers and Lyon College Scots

Enjoy reading Barron's and other financial publications

Watching the Arkansas Razorbacks and St. Louis Cardinals sporting events

Getting on track with physical fitness

Community Participation

  • Kiwanis Club of Batesville
  • Independence County Youth Athletic Association, President
  • Member, First United Methodist Church of Batesville
  • WRHS Foundation Board
12
Years of Experience ?

Areas of Focus

  • Cash Flow Management Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance

Education

  • B.A., Economics, Lyon College 1996

Previous Experience

  • Financial Advisor, Ameriprise Financial, August 2016-Present
  • College Instructor, Investments and Portfolio Management, Lyon College, 2014-Present
  • Financial Advisor, LPL Financial, March 2012 - August 2016
  • Associate Financial Advisor, Ameriprise Financial, January 2008 - February 2012

Files for Download

My Videos(5 videos)

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