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.

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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


  • Series 7 Securities Licensure
  • Series 66 Securities Licensure


  • BS, Business, Administration, Mississippi State University, Mississippi State, 1993
  • Associates Degree, Business Administration, Holmes Community College, Goodman, MS, 1991

Awards & recognition

  • Mackenzie & Associates, Ameriprise Client Experience Award, 2023

Community participation

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


  • 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.