MY PROFESSIONAL APPROACH
I want to help individuals and entrepreneurs succeed in realizing their financial dreams. Mutual trust and understanding are the foundation for my client relationships. It is vital that I listen to understand my clients’ goals, objectives, and concerns. In addition, it is important that I communicate with clients to ensure a clear understanding of investment plans and monitor their progress.
There are no “one-size-fits all” strategies. Investment plans should be as unique as the individual clients to whom they belong. I work with my clients to develop creative solutions tailored to their goals. As an entrepreneur, a husband, and a father, I understand the value my Benjamin F. Edwards family can provide to you, your family, or your business for generations.
MY BACKGROUND
I began my financial services career in 2019 after working in healthcare for 17 years. I grew tired of seeing so many friends and family depending mainly on impersonal cookie-cutter choices available online as their main strategy to saving for the future. I joined the team at Benjamin F. Edwards & Co. because world-class service and a client-first approach are not merely values; they have been a part of the company’s DNA for over 100 years.
When I’m not working, I love nothing more than spending time with my wife, Mary, and my three children. We value investing our time, money, and talent in serving our church, our city, and our neighbors. Our favorite activities are snow skiing at Lake Tahoe, trips to wine country, and supporting local businesses who make the city a better place to live. We also love visiting every national park our gas tank and calendar can manage.
EDUCATION
University of Louisiana at Monroe, Doctor of Pharmacy