401 Cowan Road
Gulfport, MS 39507
Toll Free: 866-284-5411
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 1989, and I focus on assisting my clients with achieving their financial goals through proper planning and investment strategies.
On the personal side, I enjoy playing the piano, auto mechanics, history and travel. My wife, Susan, and I particularly enjoy traveling to music festivals and historical sites in Scotland and Ireland.
Areas of Concentration
- Advisory Portfolios
- Asset Allocation
- Education Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management
- University of Southern Mississippi, Bachelor of Science Degree in Accounting
- Retired Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®), 2007
What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.