I am a Wealth Advisor at GilesMcPhail Wealth Management, where my primary responsibilities include assisting clients with any financial-related issues they may have. I specialize in financial advising, financial planning, and problem solving, drawing on over 25 years of experience in the financial services industry. Prior to joining GilesMcPhail, I worked at AIG Retirement Services, and before beginning my career, I graduated from the University of Mississippi.
I believe that the most important thing I provide for my clients is financial confidence. My clients know we're doing what we're doing for specific reasons, and they trust in me to help make those important decisions. This trust and understanding forms the foundation of every successful client relationship I build.
A native of Kosciusko, Mississippi, I currently live in Oxford, where I am an active member of The Rotary Club of Oxford and Christ Presbyterian Church. In my free time, I love spending time outdoors and enjoy almost every aspect of being outside, including hiking, hunting, fishing, snow and water skiing, and just watching nature do what it does. As an Ole Miss alum, I enjoy watching Ole Miss Sports, particularly because it allows me to reconnect with old friends and acquaintances while meeting new people. Football season at Ole Miss is a very social time with tailgating in The Grove, which is considered one of the top places to tailgate in college sports.