AR License #1676203
MY PROFESSIONAL APPROACH
As an investment professional, my passion is to get to know my clients on a very personal level where they feel comfortable sharing what is most important in their lives. In my nearly 30 years as an advisor, I have helped my clients accumulate, manage, preserve and transition their wealth. It is very fulfilling to witness realized goals and dreams, especially in relationships that have evolved over decades. The common thread most investors share is that they want to face the future with anticipation rather than apprehension, knowing that they won’t outlive their money.
I started my career in the financial services industry in 1992 with A.G. Edwards & Sons, the predecessor firm to both Wachovia Securities and Wells Fargo Advisors. I joined Benjamin F. Edwards in early 2020 when I seized the opportunity to return to my roots and the Edwards client-first mentality that attracted me so many years ago.
Away from the office, you’ll find me and my wife, Sarah, along with our two Dobies enjoying down time in our backyard. We also enjoy taking long road trips while listening and singing along to ‘70s and ‘80s music. We have two adult children, Trevor and Mallory.
AREAS OF CONCENTRATION
- Retirement Planning
- IRAs & IRA Strategies
- Investment Strategies
- Bucket List Management
- Arkansas State University, Bachelor of Science in marketing
My Community Activities
- First Baptist Church, Deacon, sixth grade Sunday school teacher
- Lambda Chi Alpha at ASU, board member
- Recovery Inc., board member
- Craighead Nursing Center, board member