1468 Kimbrough Road
Germantown, TN 38138
Toll Free: 877-236-0090
CA License #0E89175
My Community Activities
- Briarcrest Christian School, Board of Trustees
- Grace Evangelical Church, Member
My Professional Approach
My process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. I will listen, ask questions, and learn what is important to you. From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. Together, we can develop a financial plan that adjusts and meets your needs and goals as your life changes. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor when I helped open the Germantown office. I began my financial services career in 1994, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
When I’m not working, I like to spend time with my wife, Deana, and our two sons—Cal and Blake. I enjoy time on the golf course, either playing or watching my sons in tournaments. I also love to snow ski and time spent relaxing on the beach.
Areas of Concentration
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Insurance Planning
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
- Memphis State University, Bachelor of Business Administration