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 in my years as a financial advisor.
This is why I believe it is important to spend time with our 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.
On my team assisting me with this process are Financial Advisor Ryan Pollacci and Hannah Helton, with whom I have worked for more than 22 years. Like me, they believe in the client-first approach that makes Edwards so special, and hold an abiding sense of duty to our clients. Come visit us and see how we can help you with your investment plans.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor in our Hattiesburg office. I began my financial services career in 1987, and I’m passionate about helping my clients structure strategic investment portfolios that meet their investment and personal goals with proper planning.
Also active in my community, I am on the board of the Asbury Foundation of Hattiesburg, serve as the Southern Mississippi Board Chair for the Fellowship of Christian Athletes, and am also an executive board member for the Edwards Street Fellowship Center.
Outside of work, I like to spend time with my wife, Becky. We have four children and four grandchildren. I also enjoy travel, golf, and of course, spending time with family and friends.
AREAS OF CONCENTRATION
- Advisory Portfolios
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
- University of Mississippi, Juris Doctorate of Law, and Bachelor of Science in Business Administration/Marketing