I have a passion for increasing my clients' financial literacy. My mission is to provide clarity and confidence to my clients throughout their lifetimes.

Using an established process, I build personalized strategies for my clients that are designed to help achieve their goals. I take time to truly listen to my clients and construct clear, uniquely tailored objectives and solutions to accomplish what is important. Once the strategies are implemented, I continue to partner with my clients to keep them on track.

I am proud to serve clients with wide-ranging goals. I help multi-generational families build, manage and protect their wealth and help business owners navigate business succession, asset growth and tax reduction. My clients are assured that I will work tirelessly to help them achieve financial success.

I attended college at Arkansas Tech University to become a financial advisor where I attained a bachelor's degree in economics and finance. Once I graduated from ATU, I made the move to the big city of St. Louis, MO and became the leader of my team at our headquarters. While in St. Louis, I received the opportunity to come back towards my home grounds and family to run my office here in Van Buren, where I now reside.

My team includes an extraordinary branch office administrator, Lori Actkinson, who has over 22 years of financial services experience. Our team uses an established 5-step process to make each client feel understood, informed and in control with all aspects of their financial life. I enjoy educating clients and helping them make smart decisions.

Outside of the office, I enjoy spending time with my wife, Hannah and dog, Milo, and enjoying the Natural State. From time to time, you can find me gasping for air at Crossfit or ruining a good walk attempting some golf.

Relationships are vital, and nothing builds a stronger relationship than meeting face to face. I would love the opportunity to sit down together and learn what’s important to you.

Focus areas

  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • New Investors

My Personal Interests

  • Outdoor Enthusiast
  • Golfing
  • ATVs
  • Football
  • Traveling

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

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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