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 plans for 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.
To find out more, check out the McNew Wealth Planning Group’s video below:
I began my financial services career in 1997 at A.G. Edwards having served as client associate, financial advisor, and branch manager in the Harrison office. Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. as branch manager in 2015 located in Harrison.
Outside of work, I like to spend time with my wife, Mary; and two young children, James and Kate. I also enjoy travel and sports – I’m an avid Arkansas Razorback football and St. Louis Cardinals baseball fan. In addition, I enjoy collecting sports and other nostalgic memorabilia.
AREAS OF CONCENTRATION
- Financial Planning
- Investment Strategies
- Retirement Income Planning
- Tax-Managed Investment Strategies
- Wealth Management
EDUCATION AND CREDENTIALS
- University of Arkansas, Bachelor of Science degree in Administrative Management
- Retirement Income Certified Professional, RICP®
My Community Activities
- Harrison Area Razorback Club, Board Member
- Hospice of the Hills, Board Member
- First Baptist Church of Harrison, Member