Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • BA Bachelor of Arts, University of Arkansas, Fayetteville, Arkansas
  • MBA Master of Business Administration, Kennsaw State University, Kennesaw, GA

Interests

Spending time with family

Auburn Football

Catching and finding homes for abandoned animals

The Beach!

Golf & Working out

Hope Haven

Community participation

Phi Gamma Delta Fraternity

Pi Sigma Alpha National Honor Society

Awards & recognition

  • Hanley & Associates, Ameriprise Client Experience Award, 2021