My Professional Approach
Trust. When it comes to investment planning and preparing an investment approach that helps you meet your needs, it all starts with trust. However, trust doesn’t happen overnight. It develops over time in an atmosphere of mutual understanding and respect. This is one of the things I have learned during my nearly 20 years as a financial advisor.
My intent is to help you prepare a financial plan that will serve your needs throughout your life – and even help you transition your assets to your heirs. This is why I believe it is important to spend time with my clients and get to know them. After all, no two clients are alike and the same goes for their investment plans. When we work together, I’ll ask questions and listen to your answers. Your responses will guide us as we develop a plan that addresses your unique financial situation and tolerance for risk.
Finally, we’ll put that plan into action and meet periodically to evaluate its progress. During those meetings, we’ll also catch up on any developments that may require us to adjust our direction.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 and helped open the office in Watkinsville where I serve as a financial advisor. I started my investment services career in 1998, and I’m passionate about helping my clients structure strategic investment portfolios that meet their investment and personal goals with proper planning. Outside of work, I enjoy spending time with my wife Pam, our three kids, and our two cats and two dogs.
- University of Georgia, Bachelor of Science in Agricultural Economics