Focus

Our team is committed to providing the highest level of service to our clients and their families.  We offer a comprehensive approach to wealth management.  Our process (G.P.S.) focuses on Goals, Portfolio management, and ongoing Service.  Once we fully understand your goals, we will be there to help you navigate the financial road ahead.  Our process is designed to help our clients accumulate, preserve, and distribute wealth during their lifetime or through a family legacy.

 

Background and experience

As a Financial Advisor, I began my career over 10 years ago with Edward Jones Investments. I hold a Bachelor of Science in Biology from the University of Central Arkansas.  With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER tm, or CFP®, designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.

 

My education and experience both in biology and as an advisor reflect my drive and attention to the details.  I am passionate about helping my clients develop and implement strategies for building wealth and realizing their goals. This includes managing assets for individuals, trusts, retirement plans, charitable organizations, and businesses.  My mission is to provide objective and timely financial advice and guidance – with the highest level of professional service for my clients.

 

Away from the office

Away from the office, I enjoy spending time with my family.  My wife, Rachelle, and I live in Russellville with our children, Jaxon, Gavin, and Caroline.  We are actively involved in First Baptist Church of Russellville.
CA Insurance License Number: 2060962 Resident State: Arkansas

Focus

Our team is committed to providing the highest level of service to our clients and their families.  We offer a comprehensive approach to wealth management. Our process (G.P.S) focuses on Goals, Portfolio management, and ongoing Service.  Once we fully understand your goals, we will be there to help you navigate the financial road ahead.  Our process is designed to help our clients accumulate, preserve, and distribute wealth during their lifetime or through a family legacy.

 

Background and experience

I have served  Russellville and the surrounding area investors since 2009, when I began my career with Edward Jones as a Financial Advisor. In 2011, I joined Investment Professionals INC, where I worked for 3 years before moving my financial practice to Wells Fargo Advisors. In 2017 Jared Smith and I formed Four Corners Wealth Management Group of Wells Fargo Advisors. I continue to enjoy advising and preparing my client’s for their financial future.

As a Financial Advisor, I am always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals.

 

Away from the office

Away from the office, I enjoy golf, basketball, and outdoor activities with my Wife and two girls.  My wife, Melissa, and I live in Russellville with our children, Audri and Aria.   We are actively involved in the First Baptist Church of Russellville.
CA Insurance License Number: 2062097 Resident State: Arkansas

FOCUS

Our team is committed to providing the highest level of service to our clients and their families. We offer a comprehensive approach to wealth management. Our process (G.P.S.) focuses on Goals, Portfolio management, and ongoing Service. Once we fully understand your goals, we will be there to help you navigate the financial road ahead. Our process is designed to help our clients accumulate, preserve, and distribute wealth during their lifetime or through a family legacy.

BACKGROUND AND EXPERIENCE

As a financial advisor, I am dedicated to working with my clients to develop financial and investment strategies that line up with their needs, goals and risk tolerance. My goal is to provide every client with targeted, comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.  My B.A. degree from Arkansas Tech University, experience in the industry, and analytical mindset all go hand in hand to develop a comprehensive, tailored strategy to help achieve your financial goals.

My financial career began in 2007 when I began working for A.G. Edwards & Sons. Since then, I have continued to serve Russellville and the surrounding areas while working for Wachovia Securities, and now present day Wells Fargo Advisors. Throughout the years, the industry and companies have changed; however, my service and focus has always been on my client’s financial future.

AWAY FROM THE OFFICE

Away from the office, I enjoy spending time with my wife Tiana and daughter Hadley. We like going to Razorback games, and spending time together outdoors. We are actively involved in the New Life Church and City Serve in Russellville.  CA Insurance License Number [2082500]. Resident State Arkansas