Hattiesburg, Mississippi, United States
I help clients build wealth and successfully navigate retirement.
I help people realize their goals by providing fee-only financial planning and investment management.
Supporting a team of financial advisors through financial plan development, executing client transactions, and coordinating marketing efforts. PriorityOne Bank and the investment center are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, are not insured by PriorityOne Bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including possible loss of principal. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section