CA License #0D72715
MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor when I helped open the Jonesboro office along with my colleagues Brian Erwin, financial advisor, and Cindy Lewis, senior registered financial client associate. I began my financial services career in 1981, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I like to spend time with my wife, Marian, and our two adult children—Eric and Logan. Marian and I love to travel all corners of the world, and have developed a passion for blues and jazz concerts. In addition, I enjoy hunting, fishing and all kinds of outdoor activities. Firing up a BBQ grill—for a few friends or a larger event—is also a favorite activity.
AREAS OF CONCENTRATION
- Asset Allocation
- Education Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
- University of Missouri (Columbia); Bachelor of Journalism
My Community Activities
- Arkansas Community Foundation; Board of Trustees
- Craighead County Community Foundation; Advisory Committee
- Episcopal Diocese of Arkansas; Board of Trustees
- St. Mark’s Episcopal Church; Member