Trust. As a financial advisor with Benjamin F. Edwards & Co. in the Shreveport, LA., area, I must earn it – every day. How? I start by getting to know my clients and working with them to determine their financial goals and objectives.
Whether you are just beginning to accumulate wealth or are looking to put a plan in place to send your kids to college, transfer wealth to the next generation, or ensure a secure and enjoyable retirement, I along with the Scruggs-Sumlin Wealth Management Team at Benjamin F. Edwards & Co. can help.
We’ll start by asking a lot of questions, and listening to your responses. From those discussions, we’ll work together to develop a personalized plan that will help you build financial wealth, while limiting taxes. We’ll also establish measurable investment objectives and meet periodically to review our financial performance against these investment goals. Based on these criteria and our progress, we’ll make refinements and adjust our approach as needed – while maintaining our focus on your personal financial situation.
For all of us at Benjamin F. Edwards & Co., this is how we put our client-first service pledge into action for you. Pay us a visit and come see for yourself.
I have been a financial advisor since 1994 and joined Benjamin F. Edwards & Co. in 2018. I was drawn to this firm because of their commitment to client first service and their competitive assortment of financial products, services, along with their deep bench of financial expertise found amongst the staff in the firm’s Home Office.
Outside of work, I am active in matters and raising money for Guillain-Barre Syndrome, a condition with which I was diagnosed in 2011. In addition, I have served on Shreveport CEO, an invitation-only networking organization. I am also active in my church, Faithlink Ministries of First United Methodist Church.
I am married, have two children, and enjoy golfing, hunting, fishing, and the outdoors.