I joined Aptus because I share the firm's commitment to providing honest, unbiased financial advice at a simple, fair flat rate. I enjoy focusing on a client’s entire financial life as opposed to looking at any one area in a vacuum. I get to leave work every day knowing I helped make a difference in people’s lives. I’m an avid sports fan (let’s go Arkansas Razorbacks, Manchester United F.C., Little Rock Rangers Soccer Club, St. Louis Cardinals, Dallas Cowboys and team USA!). I love watching my kids, Brady and Evan, play their chosen sports (soccer and mixed martial arts) and if I can ever find a free half a day (which is very rare) I love to spend time on the golf course.
Credentials
Chartered Financial Analyst
Investment Advisor Representative
Education
BSBA, University of Arkansas
Experience
2018-Present: Senior Vice President, Aptus Financial
2000-2018: Senior Research Analyst, Stephens Inc.
Expertise
Physicians and other professionals
Tax-efficient investing
Debt workouts
Detailed analysis
Employer retirement plans and wellness programs