CA License #0M48883
MY PROFESSIONAL APPROACH
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 plans for retirement? 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 as a Financial Advisor in 2017.
After graduating from Ole Miss (University of Mississippi), I worked in Operation Management at Taylor Farms for 10 years. I moved into financial services because I wanted to use my analytical abilities to help people prepare financially. I want to work with families as they develop plans to send their kids to college, strive for a secure retirement and pass their assets to their loved ones.
When I’m not in the office, I enjoy spending time with my wife, Sara, and our two sons. In addition, I am a member of Venture Church, treasurer for the Ole Miss Rugby Team, and love to hike and bird hunt.
AREAS OF CONCENTRATION
- Asset Allocation
- Business Owners
- Financial Planning Strategies
- Investment Strategies
- Portfolio Construction
- Retirement Income Planning
- Wealth Management
EDUCATION
- University of Mississippi, Bachelor of Arts in History