Advisor profile


My approach

I am proud to provide wealth management services to families and business owners, as well as retirement benefit plans to businesses and companies wishing to provide their executives and employees quality benefits and security.

For manufacturers, as well as logistics and supply chain companies, I and our team of licensed advisors work together to lead live and virtual financial wellness workshops that help employees feel more secure in their financial futures. We also offer a wide range of executive compensation tools to help companies retain their top talent. Through our financial planning services, we help companies and their employees understand how to use those complex instruments to provide amore stable future while achieving their dreams for today.

I am passionate about family and service to my community. I am a United States Marine Corps veteran and Past President of the Rotary Club of Olive Branch. My wife, two daughters and I live in Hernando, MS with our two dogs, Duke and Biscuit.

11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

Education

  • MBA (financial), Jones International University (Summa Cum Laude), 2007
  • BA, University of Memphis, 1989

Previous experience

  • Financial Advisor, Waddell & Reed, Inc., 6yrs, 7mos
  • Sales Manager/Trainer/Marketing Manager, Sanofi-Aventis, 10yrs
  • Large Group Benefits Consultant, BlueCross BlueShield of Tennessee, 5yrs
  • Officer, United States Marine Corps, 5yrs

Community participation

  • Rotary Club of Olive Branch (Past President)
  • Juvenile Diabetes Research Foundation (Executive Committee, One Walk)
  • Habitat for Humanity (volunteer)
  • Rotarian of the Year (2012-2013)
  • Rotarian of the Year (2013-2014)
  • Paul Harris Fellow (Rotary International, 2017)

Interests

  • Family
  • Golf
  • Hiking and camping
  • Reading
  • Running
  • Fishing