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
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Retirement Plan Distribution
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • University of Arkansas at Little Rock
  • Bachelor of Arts in Finance, 1979

Community participation

  • Attend Fellowship Bible Church
  • Helping to revitalize downtown Little Rock with community service projects

Interests

My wife Holly and I have been married for 27 years and we have four boys ranging from age 18 to 27. Two of our boys are attending the University of Fayetteville next year. I enjoy working my church as we volunteer in the community. In any spare time that I have, I enjoy restoring a century old cabin that Holly and I found.