As a financial advisor, I believe it's important to invest my time in understanding what is important to you before you invest your money. I began my career as an advisor in 2013 in Petal, MS. My practice has grown through the years by following a simple but very important philosophy - put the interests of my clients first and deliver clear, caring and transparent advice. This has proven to be a winning recipe, as our clients have shown their loyalty by consistently referring new business to us.
In 2026, my wife, Victoria, officially joined the firm. She brings strengths in client service, communication, and organization, along with a genuine passion for helping others. Having her alongside me has not only strengthened our business, but also reinforced our commitment to treating every client like family.
I attended The University of Southern Mississippi and graduated with two degrees: in 2006, a Bachelor of Science, and in 2007, a Master of Science.
In addition to being a financial advisor, I have also been involved in the community through local church, the Petal Area Chamber of Commerce, the Petal High Touchdown Club, and through coaching my son's baseball teams.
Relationships are key, and in our view, meeting face to face and spending quality time on the phone helps to build strong relationships. We meet when it's convenient for our clients, because we recognize the challenging needs of their businesses and their lives. We provide the investments, services and tools our clients need in order to work toward their financial futures.
If we can ever be of service to you, a friend or a member of your family, please let us know.