Dedicated to Helping Clients’ Solve Their Financial Puzzles
I have always been passionate about solving puzzles. While working in the banking industry, I realized how many individuals and families didn’t have a financial plan for the future or have the knowledge to confidently make investment decisions. I realized that I could combine my passion for problem solving and my investment knowledge to help clients develop a financial strategy and pursue their goals.
Today, nearly 15 years later, I’m an Investment Advisor Representative with LPL Financial and the founder of my own independent firm, working within my Little Rock, Arkansas community, as well as with clients across the country. My dedication to helping people solve financial problems is what drives me every day of my career.
After the 2008 financial crisis, traditional investment strategies were suffering. I discovered that alternative assets may benefit investment portfolios by offering diversification and reducing risk. Specializing in alternative investments, I seek to help individuals, families, and business owners develop diversified portfolios that aim to decrease risk while still earning strong returns.
I strive to serve as a financial advisor who shares your values and is committed to providing honest advice. Rather than pushing or selling products, my goal is to help my clients feel confident in their financial future and pursue financial independence.