I work closely with my clients to develop personalized financial strategies tailored to their individual needs. We strive to create the ideal client experience by taking the time to understand each investors' individual goals, lifestyle and needs in order to provide the client with the care and proper investment and saving recommendations for their unique situation. Our goal is provide world class service to our clients and always put their best interests first. I pride myself on my work ethic, integrity and always putting my clients' best interests first.

I earned a Bachelor of Business Administration in accounting from Millsaps College, and a Masters of Science in Accountancy from Louisiana State University. In addition to the Series 7 and 66, I currently hold the CFP® certification. I previously held the CPA designation and that experience has prepared me to help my clients understand the importance of having a tax mitigation strategy.

I enjoy working with business owners, retirees, plant workers, doctors and engineers. My ideal client is someone that values advice and is comfortable working together to create a strategy to reach their financial goals.

I have had the privilege of serving in various leadership roles for Edward Jones, including mentoring and training new advisors in the area. My team includes sr. branch office administrator, Donna Fore, and Jadonna Germany.

I am from Woodville, MS and grew up in Natchez, MS. My wonderful wife, Katherine White, brought me down here and we started our business at Edward Jones together. We have two beautiful sons born in 2018 and 2020, and we hope that God blesses us with more. I enjoy hunting, fishing, woodworking and spending time with family. I think you deserve exceptional financial service, and I will be here to help you for decades to come.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

My Personal Interests

  • Hunting
  • Fishing
  • Woodworking
  • Traveling
  • Football

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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