Helping you reach your financial goals

Drawing on more than 20 years of experience in the financial services industry plus another 10 years of owning a small business, I help clients retire when they want to and live like they want to when they do retire. Working with individual clients from all walks of life, much of my time is spent helping clients answer the questions we all have … When do I begin drawing my Social Security benefits? When do I need to enroll in Medicare and what parts do I need? How do I pay for long term care expenses – for myself, my spouse, and maybe even my parents? Do I take my company’s pension or are there other options? How do I turn my 401(k) into a source of retirement income? Do I still need life insurance? Should I pay off my mortgage?

Then there is the situation faced by many women today... I'm on my own now (because of death or divorce) and my husband took care of all our finances. Where do I start?
 
I earned my undergraduate degree in finance from Mississippi State University in 1980 and my MBA from Rice University in 1992. I hold the Series 7, 63 and 65 registrations, and CFP^® certification. My wife and I live at Barnett Reservoir (the "Rez") in the Jackson, Mississippi Area. In my spare time, I enjoy reading and walking and spending time with my family and the cast of critters who have adopted us.

Comprehensive Investment Planning

It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to keep your investment strategies aligned with your goals and needs.

Advice for Your Full Financial Life

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact – me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I work alongside Wells Fargo banking and lending affiliates to help you meet your borrowing needs.