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

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
23
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