Experience
- Joined Silverleafe Capital Partners team in 2011 as Director of Client Planning & Operations
- Serves as Chief Compliance Officer
- Leads the firm’s financial planning efforts, provides day-to-day client service, and communicates directly with the firm’s custodians
- Working directly with high net worth individuals, business owners, and institutions to help them achieve their financial goals since 2003
- Prior to joining Silverleafe, served as a Wealth Advisor for United Capital Financial Advisors
Education & Recognition
- Graduated with a Bachelors in Business Administration from the University of Mississippi
- Letterman in tennis for the University of Mississippi
- Holds the Certified Financial Planner (CFP®) designation
- Holds Series 66 securities license
Leadership & Community Involvement
- Enjoys serving in the Second Presbyterian Church Athletic Ministry and volunteering at his children’s schools
- Member Navy League of Memphis
- Member Ole Miss M-Club Alumni Chapter
- Married to Caroline and has three children, Jack, Lilly and George