I focus on asset management including wealth accumulation and wealth preservation strategies for high net worth clients. Typical clients include business owners, entrepreneurs, corporate executives, retirees, individuals and families who are charitably inclined.

I offer a FREE newsletter to clients and the general public. Current newsletter topics include financial planning, tax planning, estate planning, retirement planning, asset protection, business planning, economic conditions, investment theory and many more.

Additionally, here is a sample planning document that we can create to assist you in achieving your financial goals.

Please contact me if you are interested in receiving my newsletter or would like to discuss the sample planning document.

The Accredited Investment Fiduciary® (AIF®) designation represents a thorough training of knowledge and ability to apply fiduciary best practices and Standards of Care. AIF designees have a duty to implement prudent processes into their own investment practices and assist others in implementing proper policies and procedures. Neither Morgan Keegan & Company, Inc., nor its representatives, will act in a fiduciary capacity when no legal obligation exists.