I bring a different perspective to my role as a financial advisor. Financial discipline is something that is deep rooted in my family. My father and grandfather were both born in the South during the Depression Era, so when I grew up, there was no such thing as superfluous spending. In my professional career before becoming a financial advisor, I would often find myself counseling others on how to save and invest to achieve a goal. Seeing this as an extremely serious, personal and relevant need, I pursued the opportunity as a career. It is a passion to help that commands the highest levels of honesty, empathy, hard work and respect.

I work with clients in this area and all over the country including:

-Serious, long term individual investors
-High net worth families with complex financial needs
-Trusts
-Small to medium sized business owners
-Foundations, governments and non-profit organizations
-Professionals such as attorneys, doctors, accountants and healthcare executives
-Families that have a focus on building generational wealth transfer

Every client in my practice has a financial strategy customized to their unique situation, and that strategy is reviewed regularly. No two cases are the same, and I enjoy the complexity of each scenario. I have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and ultimately secure with all aspects of their financial life. I partner with CPAs and attorneys per client needs to aid in providing the most ideal client experience.

It would be my honor to meet your acquaintance. Please feel free to reach out to me.

Personally, I am an avid outdoorsman, conservationist and steward of the farm that I am blessed to own. I can often be found fishing around here, on the Gulf or fly fishing out west. If not fishing, I am likely on a tractor in the woods or wrenching on some old four-wheel drive truck that piqued my interest.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

My Personal Interests

  • Outdoor Enthusiast
  • Fishing
  • Hunting
  • Farming
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Connect on Social

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More