MY PROFESSIONAL BACKGROUND
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Is it important for you to make meaningful contributions to a charity? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
MY BACKGROUND
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 and facilitated the opening of our Paris office. I started my financial services career in 1984, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my wife, Karen. I also like to play golf, boat, listen to music, travel and watch college sports — I’m an avid Arkansas Razorback fan.
AREAS OF CONCENTRATION
- Asset Allocation
- Financial Planning Strategies
- Investment Strategies
- Retirement Income Planning
- Wealth Management
EDUCATION
- University of Arkansas, Bachelor of Arts degree in Economics
- CERTIFIED FINANCIAL PLANNER™ (CFP®), 2012
My Community Activities
- Our Lady of Victory Catholic Church, Member and Volunteer Organist
- Joseph’s Community Foundation, Board Member
- University of Arkansas Alumni Association, Member