My role at Affinity Plus is building financial bridges from where members are today, to where they want to be tomorrow via a custom, tailor-made financial plan. I enjoy taking my time in explaining the why behind the investment strategy, because the best financial plan is the one the member understands and is comfortable with.
Jan 2020 – Present: Financial Advisor, Affinity Plus Investment Center
2013 – 2020: Financial Advisor, LPL Financial
BBA Managerial Finance, University of Mississippi (2011)
- FINRA registered to sell securities
- Life and Health Insurance licensed