I am a financial advisor primarily for a select group of very successful business owners and professionals who, among other things, aspire to a work-optional lifestyle. Edward Jones has developed and refined a process to put all the pieces of that puzzle together by understanding what's important to you, building personalized strategies to help you reach your financial goals and partnering with you throughout your life to help keep you on track.
I am a forth generation native of Hopkins County and live in Sulphur Springs with my wife, Chaney, and our two sons, Crawford and Cameron. I enjoy tennis, racquetball, scuba diving, beekeeping, hunting, building computers (yes, I'm a geek) and spending time with my family.
I hold several professional designations including the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Entrepreneurs & Business Owners
- Wealth Strategies
- College Savings
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Outdoor Enthusiast
- Scuba Diving