Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional with 10+ years experience.Personal retirement planning, estate planning and wealth transfer, business owner wealth management, nonprofit endowment and foundation consulting, retirement plan consulting.Excited to have the resource of not only HHM Wealth Advisors but also HHM CPAs to better assist my current clients as well as new clients.

Memphis-based Duncan Williams Asset Management is a new enterprise formed to meet the needs of individual investors, business owners and foundations. Duncan Williams Asset Management combines experience with entrepreneurism, wisdom with innovation, and drive with diligence.But our bottom line isn’t just about income and earnings.Both the firm’s founder and its financial advisors are passionate about growing a thriving community, helping their neighbors, and being part of the change they hope to see. Collectively, Duncan Williams Asset Management is a force for good, with a strong internal culture of leadership, generosity, and philanthropy.

Licenses: Series 7 and Series 66I work hand-in-hand with the Duncan-Williams Investment Research Group to prepare both individuals and families for their financial future. This includes, but is not limited to, retirement planning, college savings plans, and investing through brokerage accounts. I also work with businesses to evaluate and restructure 401(k) and other corporate plans as well as create these plans from the ground up.Registered to conduct business in: AR, CA, FL, GA, MS, and TN

Account Executive for: Duncan-Williams, Inc. Investment Bankers, Memphis Grizzlies NBA team, The ALS Association

Account Coordinator - responsible for accounts with: Duncan-Williams, Inc. Investment Bankers, Memphis City Schools, and the Memphis Grizzlies NBA team

- Interacted daily with President of the company- Held meetings for office and delegated work to full-time employees- Prepared presentations for special event pitch to prospective clients- Responsible for follow-up with new clients- Played key role in creation of interactive online guides

- Participated in daily media review meetings- Observed and contributed to agency brainstorms- Prepared presentations and coverage to send to clients- Researched media for potential PR opportunities- Assisted with planning and managing the Glam Media UK launch