Advisor profile


My approach

I deliver customized advice to provide holistic financial planning strategies for successful individuals and families.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies

Education

  • Master of Science in Finance, Washington University in St. Louis, Graduated May 2019
  • Bachelor of Business Administration, University of Mississippi, Graduated May 2018

Interests

  • Golf
  • Traveling with family and friends
  • Reading: mostly business non-fiction, but I also enjoy historical fiction.