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 during my nearly 30 years as a financial advisor.
My intent is to help you prepare a financial plan that will serve your needs throughout your life – and even help you transition your assets to your heirs. This is why I believe it is important to spend time with my 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.
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 1988, and I’m passionate about helping my clients structure strategic investment portfolios that meet their investment and personal goals with proper planning. Outside of work, I enjoy spending time with my wife, Jackie, and the two sons and two daughters we have between us. I also like to play golf and chess.
- University of Southern Mississippi, Bachelor of Science in Business Administration – Banking and Finance