Growing up, I was fortunate enough to live next door to my grandfather. I was able to visit him frequently around the kitchen table. Often, I found my grandfather reading the local newspaper upon my arrival. He would be studying the stock page that held the previous day's stock prices and inevitably, he would want to tell me about different companies he was studying. It was those conversations around his kitchen table that first got me interested the world of investing. This interest ultimately led me to become a financial advisor.

I truly enjoy educating clients on their financial needs. From kindergarten to getting your doctorate, very few people are taught how to handle money. This allows me to add value to every client I serve.

Having been in the financial services industry for 29 years, I seek to help families and individuals to make sound financial decisions by understanding what is most important to them. This understanding acts as the north star for all of a client's goals. Once I know a client's financial priorities, I use an established process to assist them in executing on a strategy to help them achieve and maintain their goals. My intent is to partner with a client throughout their financial life to help them stay on track.

My family and I have been fortunate to call Olive Branch home for the past 20 years. We believe Olive Branch is a great place to live and work. Being involved in the local Rotary Club and other local organizations during this time has allowed us to give back to the community we love. I graduated from Auburn University in 1991, earning a Bachelor of Science degree in finance. While attending Auburn, I served in the United State Marine Corps (Reserve). The Marines taught me many life lessons and helped me develop my leadership skills.

If I can be of service to you, or if you would like to discuss your options, please don't hesitate to contact us. We look forward to seeing you!

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Community Outreach
  • Hunting

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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