MY PROFESSIONAL APPROACH
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. I also recognize we do not earn that trust overnight. It develops over time in an atmosphere of mutual understanding and respect. This is precisely why I joined Benjamin F. Edwards & Co.
I take the time to get to know my clients and their circumstances. It is, after all, those issues that will drive your financial goals and help form the framework of your investment plan. As we work together, I will ask a lot of questions and carefully listen to your responses. From there, we will work to put a plan together, and meet periodically to assess our progress. We will also use those meetings as an opportunity to update things and make changes, if necessary.
I enjoy helping people plan their financial futures. With over 20 years of experience in the industry, I am most fulfilled when a client comes to me in need of financial guidance and leaves with a feeling of calm and understanding. I am extremely active with the Juvenile Diabetes Research foundation, and serve on the board of Directors for the Alabama chapter. I also enjoy traveling and attending concerts. My wife, Stephanie, and I have 4 children and two dogs.
EDUCATION & ACCREDITATION
The University of Colorado at Boulder, Leeds School of Business, Bachelor of Science in Business Administration, 1996
Certified Financial Planner® professional, 2008