Team profile


Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Tax Planning Strategies

Community participation

Providing gifts for the residents at Ronald McDonald House in Little Rock, Arkansas
Providing gifts for the residents at Ronald McDonald House in Little Rock, Arkansas
  • Arkansas Children's Hospital
  • March of Dimes
  • Project Hope Food Bank
  • Shop-With-A-Cop
  • Arkansas Donor Family Council
  • 20th Century Club
  • Conway Human Development Center
  • Marine Corp's Toys for Tots
  • Tulsa Dream Center