MY PROFESSIONAL APPROACH
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. I also recognize we don’t earn that trust overnight. It develops over time in an atmosphere of mutual understanding and respect. This is precisely why I joined Benjamin F. Edwards & Co., in 2017.
As a member of McNew Wealth Management at Benjamin F. Edwards & Co. I take the time to get to know our client and their circumstances. It is, after all, those issues that will drive their financial goals and help form the framework of their financial plan. As we work together, I’ll ask a lot of questions and carefully listen to your responses. From there, we’ll work to put a plan together, and meet periodically to assess our progress. We’ll also use those meetings as an opportunity to update things and make changes, if necessary.
MY BACKGROUND
I moved to a career in financial services after working for more than 15 years as a national accounts manager for a large mobile services company. When I’m not working, I enjoy spending time with my wife of 15 years, Kelsey, and our four children. I’m active in my church, involved in Rotary International, and the Harrison Booster Club, and I enjoy golfing and cheering on the Arkansas Razorbacks.
EDUCATION
- Evangel University, Bachelor of Science in Spanish and Public Administration