Office: 501-376-0946

650 S Shackleford # 300
One Financial Centre
Little Rock, AR 72211-3562

Get a Map

Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

• Personal Needs Analysis
  Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.
• Estate Analysis
  You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime, while you prepare for the efficient transfer of those assets after you die.
• Business Succession
  What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know how many years you have invested in your business. Wanting it to continue is natural. Because I specialize in business succession planning, I can help you answer these and other questions. Together we can develop a plan to help ensure a smooth transfer of your business.
• Retirement Solutions
  Longer life expectancies and early retirements make sound insurance and investment choices essential. I will help you prepare to enter your retirement years. With an increasing number of choices and ever-changing tax laws, the Network offers me access to financial advisors and specialists I can call upon for recommendations and assistance. Pension plans, 401(k) and 403(b) plans, IRAs, Roth IRAs, mutual funds and annuities, as well as variable and portfolio-based life insurance are just some of the alternatives available to you.
• Business Life Insurance
  As a business owner, you know that your presence on the job is crucial. Securing the right kind of business protection can be complicated. Using my expertise in business life insurance from Northwestern Mutual, I can help you protect your business and ensure its future.
• Advisory Services
  The professional advisors of Northwestern Mutual Wealth Management Company are dedicated to helping successful people solve complex financial issues, and identify the core values, beliefs and legacies they want to perpetuate for themselves, their families and their communities. In partnership with your attorney and accountant, our advisors will help you preserve and enhance your financial wealth through professional asset management, financial planning, estate planning, and trust services.
• Business Continuation
  What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? Because I specialize in business continuation, I can help you answer these and other questions. Together we can develop a range of solutions to help protect your business, should something unforeseen happen down the road.
• Business Needs Analysis
  Business owners have special needs. I can help you anticipate those needs--whether they are executive bonus plans to attract and retain key executives, or insurance to protect you and your partners in the event of death or disability. I will work in cooperation with a team of specialists, including your own advisors, to help you develop a strategy that will accomplish your specific financial objectives.
• Business Planning
  No business can be successful without a long-range plan. Business owners have special needs. I can help you anticipate those needs and help you develop a plan that will accomplish your specific financial objectives, including Business Succession, Business Continuation, Executive Benefits and Compensation, Employee Benefits, Risk Management and Personal Planning.
• Charitable Giving
  A charitable giving program benefits both donors and charities. Donors gain tax advantages and the satisfaction of knowing that their act of generosity will have a significant impact. Let me work with you to quantify what portion of your assets is available for charitable causes after taking into account your needs and your family's needs.
• Estate Planning
  You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets after you die.
• Financial Planning
  Long-term financial success doesn't happen by chance. Each area of your financial life can have an impact—positive or negative—on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues. Financial planning is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.
• Investment and Advisory Services
  Effective wealth management requires extensive knowledge about the vast array of investment products and services available in today's market. I can help you implement an investment strategy suited to your needs and build an investment portfolio that complements your other financial commitments.
• Retirement Planning
  Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams.
• Trust Services
  Trust services is a natural progression for people who have accumulated significant assets and now need help preserving and growing their wealth, as well as planning how to distribute it to loved ones and organizations. I will work to understand your complex financial goals and will recommend the appropriate wealth management, trust and estate planning solutions to help you achieve them.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

• Long-Term Care Insurance
  Offered through Northwestern Long Term Care Insurance Company Long-Term Care insurance provides benefits in the event of a long-term illness or injury. Owning a long-term care insurance policy also provides you choices in deciding where or how you receive care. Let me help you prepare for this situation with long-term care insurance.
• Key-Person Insurance
  If your key employee's departure is planned, as in the case of retirement or voluntary termination, you can prepare for the loss and take steps to minimize its impact. However, if the employee becomes disabled or dies, the loss is unpredictable and leaves your business exposed to financial risks. I can help you explore key-person solutions available to you.
• Disability Overhead Expense
  If you were disabled and your business had to continue without you for awhile, how would the ongoing operating expenses be paid? Together we will review your business needs and determine how Disability Overhead Expense coverage can protect your business.
• Annuities
  An annuity provides an income, payable at fixed or variable intervals, either immediately or at a future date. I can show you how you can use an annuity to secure a source of income for retirement to supplement your future financial needs.
• Disability Income Insurance
  Disability insurance protects one of your most valuable assets-your ability to earn an income. A disability could suspend or terminate your income for an extended period of time. It may force you to close your business. With my expertise in disability insurance, I am able to recommend disability insurance products from Northwestern Mutual.
• Employee Benefits
  Employee benefit programs are crucial to maintaining your key employees. I can help you design a customized employee benefit program that will help you attract and retain quality employees.