We exist to serve. Serve with our time, our talents, our money and even by sharing a part of ourselves with others every day. We exist to leave this place a little better than we found it. And that is what we do every day on our journey to build the WISE FIRM!
My passion is helping individuals navigate the intersection of tax and finance. For every life decision there is a financial impact to consider and a corresponding tax impact. The intersection is critical and decisions must not be made in a vacuum. My team and I can help connect those dots and provide confidence in decision making.
Giving back is so important. My family is actively involved in our faith community, as well as the local community where we live, work and play. As a current board member, I have served Goodwill Industries of Mississippi for over eight years. They have become like a family to me and I support the mission of the Goodwill team to "lend a hand up, not a handout." My family supports the organization by providing donations that help their stores employ more people in pursuit of their mission.