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 Andy Peeler, financial advisor, and Cindy Lewis, senior registered financial client associate. I began my financial services career in 1998, 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, Jackie, and our four children—Brant, Kobe, Bella and Ferrell. I enjoy playing golf, running and traveling. In addition, I’m a big fan of the St. Louis Cardinals baseball and Arkansas State University Red Wolves teams.
AREAS OF CONCENTRATION
- Advisory Portfolios
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
- Arkansas State University; Bachelor of Science Degree in Finance
My Community Activities
- Bible Study Fellowship, Group Leader
- Fellowship Bible Church, Member
- Nettleton Education Foundation, Membe