Overview
As a financial advisor for Benjamin F. Edwards & Co. in Shreveport, LA., I look forward to coming to work every day and assisting my clients as they work to accomplish their financial goals and objectives. That means helping them save money to send their children to college, plan for a comfortable retirement, and establishing an estate plan that will help them pass their assets to their heirs efficiently.
When I prepare a plan for my clients, we first sit down together and discuss what they would like to achieve financially and how much time we have to get there. We also explore how much money we have to work with, and your tolerance for investment risk. These early discussions are essential and help me, along with all of our Scruggs-Sumlin Wealth Management team members, chart an investment program that makes sense for our clients’ situations, and one they can feel comfortable with. After all, no two clients are alike.
Once we have decided on an appropriate financial approach, we’ll put it into action and periodically check on its progress. If financial or personal events require us to adjust our course and our investment recommendations, we will do so – together.
That’s how all of us — as financial advisors with Benjamin F. Edwards & Co. – define client-first service. Come experience the difference.
My Background
I was an officer in the United States Air Force for more than 20 years and graduated from the United States Air Force Academy. My wife of 38 years and I have two children and three grandchildren. When I am not working, I enjoy working in my yard and love cars and golf.
In the community, I support the United Way, and also Providence House, which helps get homeless families back to work. In addition, I lend my time to “We Care,” a community development organization.
My Education
- CERTIFIED FINANCIAL PLANNER (CFP®) certification, College of Financial planning, 1999
- Webster University, Master of Arts – Management, 1986
- United States Air Force Academy, Bachelor of Science, 1975