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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Investments
  • Saving for Education
13
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℠
  • FINRA Series 6,7,63,65 Securities Licensed
  • Life, Health, & Variable Annuity Insurance Licensed

Education

  • Bachelor of Science in Management & Marketing, Cum Laude, Arkansas Tech University, Russellville, AR

Interests

  • Spending time with family and friends.
  • Traveling to new places, especially anywhere with a beach.
  • Supporting the Razorbacks with a passion. "Woo Pig Sooie!!"
  • Hunting, fishing and being outdoors.

Community participation

  • Kiwanis International
  • Kappa Alpha Order, Western Arkansas Alumni Chapter
  • Ducks Unlimited, Logan County Chapter Volunteer

Previous experience

  • MetLife, Financial Services Representative, 2009-2012