Prior to becoming a financial advisor in 1991, I spent 20 years in the USMC, enlisting as a private. I was later commissioned from the ranks after earning a BBA from Ole Miss. I flew fighters and also cross trained in intelligence.

I believe in community service and have served as both president of the Memphis Kiwanis club, a children's charity and as Lt. governor advising several clubs.

Nothing gives me more satisfaction than sharing with clients that after years of investing, their nest egg is now sufficient for them to retire on their terms, or that they don't need to worry about the cost of college because the account we set up years ago will cover it.

When the inevitable happens and a spouse is left alone and unsure, it's comforting to be able to tell them not to worry, we've prepared for this.

Perhaps people who find themselves suddenly single again are amongst those most in need of financial guidance. Hope I can help.

Focus areas

  • Divorce Finances
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Aviation
  • Baseball
  • Football
  • Gardening
  • Baking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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