401 Cowan Road
Gulfport, MS 39507
Toll Free: 866-284-5411
My Community Activities
- Boys & Girls Club, Board Member
- Mississippi Gulf Coast Chamber of Commerce, Chamber Champion
- Rotary Club of Ocean Springs, Member
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor and facilitated the opening of our Gulfport, MS, office. I began my financial services career in 1986, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work I enjoy spending time with my daughter, Briana. Living on the Mississippi coast, I like to boat, fish and spend time on the water. In addition, I enjoy cooking, exercising, gardening, and watching sports.
Areas of Concentration
- Asset Allocation
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
- ACCREDITED ASSET MANAGEMENT SPECIALISTSM professional (AAMS®), 2008
What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.