FINANCIAL ADVISOR PROFILE
OTHER FINANCIAL ADVISOR INFO
I received a M.B.A from The College of William and Mary, a Master of Engineering from Old Dominion University and a Bachelor of Arts from Virginia Tech. I served eight years in the U.S. Army Reserves, reaching the rank of Lieutenant. After working for six years as a civil engineering consultant, I began my career in financial services at Wachovia Securities in 2002 joining Morgan Keegan in 2008.
My career is distinguished by placing my clients’ interests first. My recommendations are made solely in the interest of providing the highest value and benefit to my clients. I provide the information you need to make informed decisions, based on realistic expectations, about your investment goals.
Here are a few highlights of recent beneficial outcomes that I have assisted my clients with: I have been able to show one client significant savings in estate taxes through advanced estate planning techniques and assisted many others in understanding their portfolio risk while determining what their income sources will be for retirement.
I offer complimentary portfolio risk analyses, estate planning reviews and insurance policy reviews. Please contact me to get started.
The above results may not be representative of other clients and are not indicative of future performance or success. Morgan Keegan does not provide legal or tax advice. We recommend that you consult a legal and or tax advisor before making invesment decisions.