Advisor profile

What you can expect when you work with me

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.

Get started
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management

Education

  • Bachelor of Science from the U.S. Military Academy at West Point
  • Master of Arts from Louisiana State University

Community participation

  • President Elect of Paris Rotary Club
  • Vice President of the Paris Area Chamber of Commerce
  • Justice of the Peace for District 6 of Logan County, AR
  • Committee Chairman of the Paris Veterans Day Parade
  • Member of the American Legion, Disabled American Veterans
  • Knights of Columbus
  • Teach financial management class to Paris HS senior class