About Me - Your Financial Advocate

I’ve dedicated over 31 years as a financial advisor helping people find clarity and confidence in their financial lives, and it’s a privilege to guide clients through their unique journeys. At Flagship Financial Advisors, an independent firm I founded, my focus is on you—your goals, your challenges, and your aspirations. As a fiduciary, I’m committed to putting your interests first, offering objective advice free from the influence of commissions or corporate agendas. Our independence allows us to craft tailored financial plans that truly reflect what matters to you, whether it’s preparing for retirement, managing investments, or planning for your family’s future.

I grew up in St. Louis and earned my B.S. in Finance & Economics from Southwest Baptist University. My career began at Dean Witter/Morgan Stanley in New York and St. Louis, and later at UBS Paine Webber.

Frustrated by their sales-driven models, I sought a better way—one where clients come first. That’s why I started Flagship in Franklin, where my wife, Kim, and I have been happily married for over 30 years and raised our twins, Grant and Ellie. Grant, now married, works as an analyst at Tractor Supply, while Ellie is with the SEC Network in Birmingham.

Alongside my colleague Jeff, with whom I’ve worked with for over 22 years, we bring more than 60 years of combined experience to create thoughtful, personalized strategies. From retirement planning to estate and education funding, we’re here to simplify the complex and provide a clear path forward. Our independence ensures we stay true to our mission of serving you without conflicts of interest.

Outside of work, I find balance and perspective as a private pilot. I also cherish golfing with my son, Grant, and cheering on Ole Miss in Oxford during football season. These moments recharge me, reminding me of the importance of building meaningful connections with clients. I’m here to listen, understand, and guide you toward a financial future that feels secure and fulfilling.