In planning for our futures, we too often get side-tracked because of current events, unexpected detours and unforeseen hardships. The reality is that those are all important parts of our journey – this holds true whether you are starting a business, a family, training for your first 5k or planning for your financial future.

With some proper perspective and prudent planning, we believe that any of the goals that we set for ourselves are well within our grasp. That's what I love most about the opportunity to work with families and business owners: co-creating strategies that help empower them to live life with purpose and joy.

On a personal note, my wife, Rosemary, and I live in just outside of Batesville, MS with our son, Sanders, daughter, Livy, and two dogs. We love traveling, participating in ultra-marathons and triathlons, spending time outdoors, cooking, great music and being active in our community.

We feel so very fortunate to have the opportunity to help others and make a difference in the lives of families in our community and around the country. Thank you for allowing us to be a part of your journey!

Focus areas

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

My Personal Interests

  • Running
  • Traveling
  • Outdoor Enthusiast
  • Community Outreach
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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