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

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Retirement Plan Distribution


  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®
  • MBA


  • Bachelor of Business Administration, University of Mississippi
  • Bachelor of Science in Education, University of Mississippi
  • Master of Business Administration, Mississippi College

Community participation

  • Daughters of the American Revolution
  • Board of Directors for Pied Piper Playhouse Theater
  • New Beginnings Adoption Agency Advisory Board
  • Colonial Dames


  • Travel
  • Family
  • Ole Miss Sports