Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Saving for Education
  • Wealth Preservation Strategies

Qualifications

  • Series 7 Securities Licensure
  • Series 66 Securities Licensure

Education

  • Mississippi State University BS 1993

Community participation

  • Member of Williamsville Baptist Church
  • Serve as Deacon and Sunday School teacher

Interests

  • I enjoy turkey hunting with my son and father each year in Texas.
  • We take a family vacation each year. Some of the places we have been are Disney World, Destin Beach, Hot Springs, AR and Asheville, NC among others.
  • My wife, Julie, and I are passionate about teaching our kids to be adventures and not be afraid to try new things. One of our fondest family trips was a white water rafting trip. We had to work together as a team to be successful on the water and we strive to teach them to do this in their daily lives.