CA License #0E89175
MY BACKGROUND
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor when I helped open the Germantown office. I began my financial services career in 1994, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
When I’m not working, I like to spend time with my wife, Deana, and our two sons—Cal and Blake. I enjoy time on the golf course, either playing or watching my sons in tournaments. I also love to snow ski and time spent relaxing on the beach.
AREAS OF CONCENTRATION
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Insurance Planning
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
MY COMMUNITY ACTIVITIES
- Briarcrest Christian School, Former Board of Trustees
- Grace Evangelical Church, Member
EDUCATION
- Memphis State University, Bachelor of Business Administration