As a Certified Financial Planner™ professional, it is critical that I invest the time to make sure that I understand what is important to you. In doing so, we can work together to develop tailored strategies that can put you on the path toward your goals. I have over 12 years of experience as a Financial Advisor as well as an additional 21 years in the Financial Services Industry. I earned the CFP® designation in 2022 and the CPFA® designation in 2021.
Partnering with my clients to utilize strategies to help them pursue their short and long term goals is what I enjoy doing the most. Whether you're planning for retirement, saving for college for your children or grandchildren, or trying to preserve the financial future of the ones you care for the most, we can work together to develop specific strategies to help you pursue your goals.
We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. In addition, I welcome the opportunity to work alongside your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. I am completely focused on helping you pursue your financial goals. Throughout it all, I am dedicated to providing you top-notch client service.
My wife Cindy and I have 3 grown sons, John Noel, Edwin, and Joseph. We have resided in the greater Little Rock area since 1988..
(04/21)