My financial career started at a large Investment bank where I was a Sr. Equity Analyst, working with institutional investors worldwide. Following that, I founded C&M Investments and served as the managing partner. At C&M, we focused on turnaround opportunities, acquiring five companies and later selling each for a profit. I have lived in Little Rock my entire adult life. There is one other thing that I have done my entire adult life...raise boys. However, our third and youngest son recently graduated from high school and is headed to college. Even though we are a bit nervous, my wife, Lisa, and I are looking forward to this next stage of in lives.

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

• MBA, University of Central Arkansas, 1990
• BS in Business Administration, Arkansas State University, 1984