With 3 generations of doctors, nurses, and medical professionals in my family, I have been around medicine my whole life. This experience helps me bring a distinctive perspective to my clients.
Just like a doctor uses an X-ray to detect hidden health issues, I use a process to uncover potential unseen risks in your financial plan. We'll then take a proactive approach with strategies designed to help you pursue financial health, with a portfolio designed to be resilient, and built to help you pursue your long-term goals.
Finally, we'll have “checkups” to help make sure you’re on the right track. Whether you’re planning for retirement, managing investments, or seeking to preserve your wealth, I provide guidance to help you pursue what’s important to you.
With 3 generations of doctors, nurses, and medical professionals in my family, my path led me in a different direction. I graduated with a Marketing Management Degree from the University of Arkansas. I began my career as a Financial Advisor in 2014, then moved to Merrill in 2018. I am very involved with the Greater Hot Springs Chamber of Commerce and other nonprofits in Hot Springs. My wife, Mandy, and I have been married for 5 years and have 4 adult children.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
