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 Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Insurance
  • Investments
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7, 63, 65, 24 license
  • Life, health and annuity license

Interests

  • Avid Golfer - single digit handicap
  • Collector of antique books - Some as old as 1964
  • Frequent traveler - Good fortune to travel to 34 States, Australia and most of the Caribbean islands
  • Woodworker - Was an interior trim contractor in an earlier career

Professional associations

  • Financial Planning Association

Previous experience

  • Started in the financial field in January 1986 with A. G. Edwards and Sons Inc, 9 years
  • Went Independent in 2004 with Sentra Securities which was bought by AIG, 4 years
  • President of the investment division of BKD CPA firm in Springfield MO, 1 year
  • Returned to being an independent advisor with Allianz and the Lincoln Investment, 21 years
  • Hired by Southern Bank to be their financial advisor for their Arkansas branches, 1 year