As a financial advisor, I focus on helping individuals and businesses create successful strategies to reach their goals. I believe in saving money on purpose, for a purpose. You wouldn't plant a garden by throwing seeds from the porch and hoping for the best. And the same is true with your money. What do you hope to harvest in the future? When do you want to enjoy that growth? What you plant today determines what blooms tomorrow.
I use an established process to help you clarify your goals. We then implement strategies to help bring those goals into reality. Lastly, we continue to "work the soil" to give your goals the best shot at coming to fruition.
In 2018 I transitioned to Edward Jones from the world of energy and infrastructure consulting. I am an active real estate investor. Finance and strategy have been in the forefront for over a decade. In 2020, I received the AAMS®, CRPC® and CRPS® designations from the College for Financial Planning. This unique combination of experiences and perspectives enables me to serve a diverse client base.
Growing up in Arkansas has its advantages. Living near Little Rock in a small community, we knew our neighbors, played in the woods and enjoyed small-town life. Spending my adult years traveling for work taught me the value of cultural skills and the importance of family.
My wife and I chose to move back to Arkansas to live near our family and become pillars of the community. We value and plant seeds in the Arts, hunger relief and children's services.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning