State
Mississippi
Description
Advice built around you — and your life
Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.
Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
24 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Tax Planning Strategies
- Wealth Preservation Strategies
- Social Security Retirement Benefits
- Retirement Plan Distribution
- Estate Planning Strategies
- Charitable Giving Strategies
- Investment Management
- Saving for Education
- Retirement Planning Strategies
- Financial Planning for Small Business
- Intergenerational Planning
- Insurance
- Christian Financial Strategies
- Sustainable and Responsible Investing
- Investments
- Business Retirement Plans
- Cash Flow Management Strategies
- Family Finances
- Executive Compensation and Benefit Strategies
Qualifications
- CFP® or CERTIFIED FINANCIAL PLANNER® certification
Education
- B.A. Business Administration University of Memphis, 1991
Awards & recognition
- Crown Financial Group, Ameriprise Client Experience Award, 2023 - 2024
- Five Star Wealth Manager, 2024
- Ameriprise Ultimate Digital Excellence Award, 2024