Committed to providing my clients impeccable service and trusted advice, I work hard to offer unique benefits to my clients:
As an independent advisor, I don’t have any conflicts of interest or proprietary products. I am dedicated to providing unbiased and objective advice and strategies that are appropriate for the client. By providing full transparency, I seek to help clients gain a sense of security with their financial planning.
I am committed to building long-term relationships with my clients, working closely with them as they advance in their careers, grow their families, and transition into retirement.
I strive to offer consistent communication to my clients and make it easy for them to contact me. Working with clients both in my local Little Rock, Arkansas area as well as across the country, I am available to meet in-person at my office or wherever is convenient for the client, like their office or home. I am also available to meet via conference call or web-based software.
Rather than rely on one solution or model portfolio, I customize each strategy based on the client’s individual needs. I review clients’ current financial situations to determine if their goals are attainable, offer feedback on challenges, and provide detailed recommendations to help clients get on track and pursue their goals. Once a strategy is in place, I continue to monitor their progress and offer assistance as needed. My goal is to help clients feel confident in their financial futures.
In addition to nearly 15 years of experience in the financial services industry, I hold the CAIASM, CDFA™, and CFP® certifications. The CAIASM Charter designation is the highest standard of achievement in alternative investment education and provides deep knowledge, demonstrated expertise, and global credibility in alternatives. This credential is recognized globally as best-in-class, providing deep knowledge, demonstrated expertise, and credibility in alternatives.
As a Certified Divorce Financial Analyst® (CDFA™), I have received specialized training and education regarding the unique financial circumstances that surround a divorce. I can help clients address the many financial questions and decisions they must make during the divorce process.
To become a CFP® professional, I fulfilled rigorous education and experience requirements set by the CFP Board. Learn more about the benefits of working with a CERTIFIED FINANCIAL PLANNER™ professional.