Personal

Originating from Denver, North Carolina, we now call Northwest Arkansas home.

I met my wife, Morgan, in 2008 and got married in 2023 which prompted the move to NWA.

I decided to pursue a career with Northwestern Mutual after seeing the impact that having a long-term relationship with an advisor has had on the financial security, prosperity and overall freedom of my family.

My grandparents first became clients of Northwestern over 35 years ago and every day I hear how appreciative they are that someone introduced them to their original NM advisor.

My goal is to provide every one of my clients with the quality of work that will elicit that same reaction 30 years into our relationship.

My team, consisting of 20+ years' experience in the industry, specializes in working with sales & marketing, corporate America, young professionals, and families within 5-10 years of retirement.

Outside of business you can find me either on the golf course, in the gym or on the couch watching the Braves play.

Professional

The question I would ask if I was in your situation is, "Why should I trust you with my financial planning?" It's a great question and one that I welcome. So, I want to get ahead and provide you with a quick professional background of myself:

I graduated from Liberty in May of 2019 with an MBA in Marketing. During the two years that it took me to complete my Masters I worked full time for Golf Channel in Orlando, FL doing Digital Marketing. My family is from the Charlotte area and have been clients of Northwestern for the past 35+ years. Following the completion of my MBA, I wanted to transition into a business oriented role that would leave a lasting impact on my community and I knew I needed to move home for that reason.

Having seen firsthand the impact that Northwestern has had on the financial stability of my family it was an easy decision when I received an offer to become a Financial Representative in July of 2019. My practice has since transitioned to Northwest Arkansas, which has allowed me to expand my impact even further. The personal conviction that I have in the products and services that Northwestern offers allows me to provide a plan of growth and stability to my clients.

I have continued to develop my education in financial planning through obtaining the Retirement Income Certified Professional designation (RICP®).

I am licensed in and service clients across 24 of the 48 continental states.

Years of Experience

Representing Northwestern Mutual since 2019.

Here are my areas of expertise

I received my Retirement Income Certified Professional designation October of 2022. This allows me to provide a deeper well of knowledge and expertise in the area of retirement income accumulation and distribution planning for my clients.

Investment Planning & Strategies

Insurance Protection Strategies

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Education Planning & Funding

Long-Term Care Planning

Multigenerational Planning

Estate Planning

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Rotary International

Being a member of the Springdale, AR Rotary Club has provided me the opportunity to be a part of an organization that has done so much good in the world and changed the lives of millions through their community service projects.

Rotary International

Alex's Lemonade Stand

Alex’s Lemonade Stand Foundation (ALSF) is changing the lives of children with cancer by funding impactful research, raising awareness, supporting families and empowering everyone to help cure childhood cancer.

Alex's Lemonade Stand logo