Building, managing, protecting, and transitioning wealth is a primary focus of mine when developing relationships with clients. Every client has unique needs and desires so scheduled planning meeting is part of my comprehensive outline when working with investors. Through communication and financial discipline, I help clients work to not only build wealth but lead in the asset distribution phase which is equally important.
Background and experience
I am a third generation US Army National Guard soldier and am currently a First Lieutenant branched in the Corps of Engineers. My military career has allowed me to learn how to make rational decisions in high pressure environments. This skill is not only important in military life but when I am consulting with clients regarding a volatile market. By integrating these multifaceted strengths, I believe I bring a competitive advantage to my clients.
Away from the office
During my free time, you may find me doing something outside such as riding my motorcycle exploring the countryside, training for half marathons, or exercising at the local gym. I am an active Rotarian and recipient of the 2021-2022 Rotary Newcomer of the year award for Jonesboro-University Rotary.