MY PROFESSIONAL APPROACH
When it comes to investment planning and preparing an investment approach that helps meet your needs, it all starts with trust. Whether planning for retirement, investing for growth or managing your wealth, you can trust my personalized service on your financial journey.
As a member of Benjamin F. Edwards, I take the time to get to know clients and their circumstances. This will drive their financial goals and help form the framework of their financial plan. As we work together, I’ll ask a lot of questions and carefully listen to your responses. From there, we’ll work to put a written plan together and meet periodically to evaluate your progress. We’ll also use annual meetings to update your investment needs and make strategy changes if necessary.
MY BACKGROUND
I moved to a career in financial services after working for more than 15 years as a national accounts manager for a large tele-communications company. When I’m not working, I enjoy spending time with my wife of 20+ years, Kelsey and our four children, Brock, Attalie, Truett, and Brighton. I’m active in my church and involved in the Harrison Public Schools Foundation and Hillcrest Home. I enjoy golfing and cheering on the Harrison Goblins, Arkansas Razorbacks and UCA Bears.
EDUCATION
- Evangel University, Bachelor of Science in Spanish and Public Administration