I began my career as a financial advisor in 1998 and joined Raymond James Financial Services in 2009.
I am dedicated to using the financial planning process to serve the needs of individuals, families and businesses. This includes identifying goals and formulating plans for the various stages of life, advising clients on managing their affairs to realize those goals, and monitoring the plans to make adjustments as life changes occur. I've helped many of my clients develop plans in the areas of investment planning, retirement planning, education funding and wealth transfer. I have also helped business owners find retirement plan solutions for themselves and their employees.
By being completely independent, my allegiance is with the client and not with any particular product - I do not represent any proprietary funds or products. Rather, through Raymond James, I have access to thousands of Mutual Funds, Stocks, Corporate and Municipal Bonds, Unit Investment Trusts, Certificates of Deposits, College Savings Plans, 401(k) providers, several Private Money Managers, and thousands of quality Insurance Products.
Professional licenses include:
I am active in the Rankin County Chamber of Commerce, where I sit on the Board of Directors. I am a member of the Flowood Chamber of Commerce, and the Rotary Club of Flowood.