Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Investments
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 6,7,63,65 Securities Licensed
  • Life, Health, & Variable Annuity Insurance Licensed

Education

  • Bachelor of Science in Management & Marketing, Cum Laude, Arkansas Tech University, Russellville, AR

Previous experience

  • MetLife, Financial Services Representative, 2009-2012

Community participation

  • Kiwanis International
  • Kappa Alpha Order, Western Arkansas Alumni Chapter
  • Ducks Unlimited, Logan County Chapter Volunteer

Interests

  • Spending time with family and friends.
  • Traveling to new places, especially anywhere with a beach.
  • Supporting the Razorbacks with a passion. "Woo Pig Sooie!!"
  • Hunting, fishing and being outdoors.