

Focus Areas
- Portfolio Reviews
- Wealth Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning

Certifications
ABFP™
Accredited Behavioral Finance Professional™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Music
- Board Games
- Football
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(888) 442-8034Branch Team
- Diana Linville
- Sr. Branch Office Administrator
Branch Team
Office Address
7135 Getwell Road Suite 201Southaven, MS 38672opens in a new window
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