Advisor profile


We care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life, Accident and Health

Community participation

Active Rotarian in The Rotary Club of Batesville

Past President, The Rotary Club of Batesville

Membership Chair, The Rotary Club of Batesville

Finance Chair, First United Methodist Church of Batesville

Planning and Zoning Commissioner, City of Batesville's Planning and Zoning

Leadership Batesville Class of 2014