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Originally from Mississippi, I come from a family with a deep-rooted history in financial services. My career began in 1990 with a focus on employee benefits before evolving into a broader practice centered on holistic financial planning and wealth management. Throughout my journey, I have held various management roles in both internal and external corporate environments before transitioning into a client-facing position, where I can help impact the financial well-being of individuals and families.

In my current role, I work closely with clients and prospective clients, guiding them through key areas such as worksite financial education, retirement distribution planning, tax planning, investment strategies, and financial protection planning. I hold multiple industry licenses, including the FINRA Series 7, 63, and 66, allowing me to provide comprehensive financial solutions tailored to each client’s needs.

I earned my degree in Political Science from Mississippi State University, with minors in History and Marketing. Outside of my professional life, I have a passion for competitive BBQ competitions and college football. Most importantly, I cherish time spent with my family—my wife and two children: a 15-year-old son and a 12-year-old daughter with special needs.