At 3 years old, I would stand behind the living room curtains and wait for my name to be called. I would then step out from behind the curtains and let everyone around know it was time to "Come on down!" I wanted to be Bob Barker on The Price Is Right. And while I do not host a game show, I do feel like a part of me gets to share in the work that Bob Barker did on that stage. Bob would guide and advise the contestants on the best way to play the games, helping them with strategies they might not be aware of. I advise my clients on strategies to help achieve their goals, some of which have actually been dream vacations and that new car!

I work with all kinds of clients with all kinds of goals. My clients are often local business owners and individuals in or near retirement. Growing up as a son of small business owners and having worked in the family business myself, I understand the importance of supporting local businesses, both as a customer and as a partner. I work with several local businesses, helping their employees through SIMPLE Retirement Plans. Supporting the community is also important to me; that is why, upon moving to Greenville, I became a member of the Greenville Rotary Club.

Outside of work, you may see me involved with Delta Center Stage, the local theatre group with over 40 years of history right here in the delta. I also love to travel and spend time with my two teenage daughters. Spend much time around me and you'll hear about them, I promise.

This is just a little about me – if you would like to know more about how I work with my clients and the experience you could expect working with me, give me a call at 662-335-4666. I would love to tell you about how we could work together to help you achieve your goals.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Art & Theater
  • Reading
  • News & Media

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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