I am committed to help a wide variety of individuals and organizations plan, execute, and pursue their financial goals. My clients know how important they are to me, and how important it is for them to have financial success.

I am assisted by Sandi Weems and Bobby Hendrix, CPA, MBA, CFE. It's our mission to provide you the best financial advisory services available. 

Services for Individuals

• Financial Planning
• Investment Advice
• Estate Planning
• Retirement Planning
• Education Funding  
• Tax Planning 
• Non-Profit & Business Consulting
• Succession Planning for Business Owners 

During the planning process, I may recommend IRAs, Mutual Funds, Life Insurance, Disability Insurance, Long-term Care Insurance, Annuities, and other financial products.

Services for Business

• Financial and Retirement Planning for Employees
• Retirement Plans
• Investment Consulting and Policy
• Group Benefits 

During the planning process, I may recommend 401(k) and Cash Balance pension plans, Mutual Funds, Group Life, Disability, and Long-term Care Insurance, and other financial products. 

Services for Business Owners and Partners

• Financial Planning
• Succession Planning
• Key Man Plans
• Estate Planning
• Retirement Planning
• Investment Planning

During the planning process, I may recommend Deferred Compensation Plans, Defined Benefit Plans, Mutual Funds, Life Insurance, Disability Insurance, Long-term Care Insurance, Annuities, and other financial products.

Services for Professionals, Professional Partnerships, and Professional Corporations

• Financial Planning
• Succession Planning
• Key Man Plans
• Estate Planning
• Retirement Planning
• Investment Planning

During the planning process, I may recommend Deferred Compensation Plans, Defined Benefit Plans, Mutual Funds, Life Insurance, Disability Insurance, Long-term Care Insurance, Annuities, and other financial products.

Services for Non-Profit Organizations

• Financial and Retirement Planning for Employees
• Retirement Plans
• Investment Consulting and Policy
• Group Benefits                                                                                            

During the planning process, I may recommend 401(k) and Cash Balance pension plans, 403(b) Annuity plans, Mutual Funds, Group Life, Disability, and Long-term Care Insurance, and other financial products.

Services for Public Entities

• Financial and Retirement Planning for Employees
• Retirement Plans
• Investment Consulting and Policy
• Group Benefits

During the planning process, I may recommend 401(K) plans, Mutual Funds, Group Life, Disability, and Long-term Care Insurance, and other financial products.