Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Sustainable and Responsible Investing
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • University of Southern Mississippi, Bachelor Degree, Accounting and Data Processing

Interests

  • I enjoy spending time outdoors playing golf and fishing!
  • Member of the Sons of the American Revolution
  • Member of the Society of 1812
  • Lifetime member of Marion County Mississippi Historical Society

Previous experience

  • Financial Consultant - Investment Professionals, Hattiesburg, Ms, 13 years
  • Financial Consultant - A G Edwards, Hattiesburg, Ms, 4 years
  • Financial Consultant - Edward Jones, Hattiesburg, Ms, 2 years
  • Regional Vice President - Farm Credit Bank, Hattiesburg, Ms, 18 years