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
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Insurance
  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Charitable Giving
  • Retirement Plan Distribution

Education

  • BBA, Business, Millsaps College, Jackson, MS 1985

Professional associations

  • Financial Planning Association

Community participation

Knights of Columbus Council 10216

Youth Soccer Referee for Madison Futbal Club

High School Soccer Referee with Central Mississippi Soccer Officials Association (CMSOA)

Referee Instructor with Mississippi Soccer Association

Interests

  • Soccer
  • Cooking