Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC - Chartered Retirement Planning Counselor

Education

  • University of Arkansas, Bachelors in Business, 1992-1996

Interests

  • I thoroughly enjoy spending time with my family.
  • coaching, playing sports, fishing, & spending time outdoors
  • volunteering

Community participation

  • Leadership Greater Little Rock - Class XXV Participant
  • Museum of Discovery Dino Dash Committee Member
  • Member of Pulaski Heights United Methodist Church and Journey Sunday School Class
  • Interfaith Hospitality Network and PHUMC Food PantryVolunteer
  • Chamber of Commerce and Create Little Rock Member
  • Jefferson Elementary PTA Volunteer
  • Coach Baseball at Junior Deputy and Football at Life Champs
  • Coach Basketball at Calvary Baptist and Penick Boys' Club

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020
  • Ameriprise Circle of Success, 2016, 2017, 2018 & 2019