I am a Wealth Advisor and President of Everest Wealth. After graduating from the University of Arkansas with a Bachelor of Science in Business Administration, I embarked on a career in corporate accounting for several years and then transitioned into financial advisory practice in 2002 out of a desire to positively impact people's lives and my community.
Today, I have accumulated over 21 years in the financial services industry and possess the designations of Accredited Wealth Management Advisor (AWMA) and Accredited Asset Management Specialist (AAMS). Over those years, I have honed my skills so that I can provide a highly, personalized financial and investment plan for each client. When working with clients, I offer advice that encompasses every aspect of a client's financial well-being, using a vast array of investment options and financial planning strategies.
My motivation is derived from watching my clients evolve and become empowered by financial freedom as a result of the advice and guidance I have given them. We consider our clients family, and they truly are to me. This is why I am driven to help them reach and maintain their goals.
In my free time, you will likely find me spending quality time with my wife, Christine, or by giving back to the community via a non-profit organization we started in 2016, “For the Love of Humanity”, where I am the Vice President and member of the Board. Other times, you may find us traveling, fly-fishing, cheering on the Broncos and the Arkansas Razorbacks, or playing with our lovable Labrador, Jack.
I currently hold a Series 7 and 66 securities licenses through LPL Financial along with Life, Health, and Variable Insurance licenses. He serves clients in AK, AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, MA, MD, ME, MO, NC, ND, NE, NM, NY, OH, OR, SC, SD, TN, TX, UT and WI.