Ready to discuss your financial future?

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.

My Background

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

Education

• Memphis State University, Bachelor of Business Administration