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 2015 as branch manager and facilitated the opening of our Hattiesburg, MS office. I began my financial services career in 1976, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
I live in Petal with my wife, Cindy, and we enjoy spending time with our four children—Leah, Sarah, Scott and Josie. As a family, we like to travel to the Emerald Coast in Florida. In addition, I love listening to many types of music.
AREAS OF CONCENTRATION
- Asset Allocation
- Education Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
- Mississippi State University, Bachelor of Science degree in Business Administration with emphases in Banking & Finance, Real Estate, and Insurance
- CERTIFIED FINANCIAL PLANNERTM (CFP®), 2002
My Community Activities
- Hardy Street Baptist Church, Volunteer