Advisor profile


My approach

I help clients 'land one plane at a time'. I help them identify and prioritize the issues that they want to address, and then we focus on them one by one. I work to simplify the process and don't try to land the next plane until clients understand and are comfortable with the direction we are heading.

I focus on helping clients make decisions specific to their situation at every step in their financial journey.

I specialize in retirement feasibility studies, retirement income design, risk management strategies and portfolio design.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving
  • Cash Flow Management Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • I am a Certified Financial Planner designee.
  • I am a Chartered Retirement Planning Counselor.
  • ADPA® Accredited Domestic Partnership Advisor℠
  • I have the support of a trained team of individuals with many years of experience.

Education

  • University of Arkansas - MS Management
  • Christian Brothers University - BS Economics and Finance

Interests

  • I enjoy traveling and exploring new places
  • I support my community by volunteering for the causes close to me
  • I am interested in all types of cars from classic to exotic
  • I am an avid college sports fan.

Community participation

  • I volunteer my time as a Reserve Deputy Sheriff, doing my part to help protect the community that I live in.
  • We sponsor and design a tree for the Enchanted Forest each year benefiting LeBonheur Children's Hospital.
  • We are an active sponsor of the Habitat for Humanity Exotic Car Show each year.

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2018, 2019

Professional associations

  • Financial Planning Association of Greater Memphis

Investment Philosophy

Our job is to recommend strategies that are tailored to your goals and have the potential to put you on the road toward financial security. We know that the markets can occasionally experience some headwinds and turbulence, so we believe it’s important to have a plan that considers all your needs.

To help clients manage the concerns that often accompany market volatility, we generally take a somewhat conservative approach to risk management and asset allocation. In essence, because it is generally easier to maintain wealth than build it, we recommend you take on only as much risk as you need to have the potential to achieve your financial goals.

Disclosure: Asset allocation does not assure a profit or protect against loss in declining markets.