Professional achievements
• Began career at Edward Jones headquarters in St. Louis then took over an existing branch with 409 clients in Lufkin, Texas, before taking over a retiring adviser’s practice in Mountain Home.
• Coached 2018 state runner-up and 2019 state champions in 5A boys cross-country.
• Chief investment officer of a $7 billion-asset regional bank in east Texas before moving back home to work for Bank OZK.
Community involvement
Member, CFA Society of Arkansas board; member, Ronald McDonald House of Arkansas golf committee; volunteer, Junior Achievement of Arkansas.
Most valuable lesson
“The most valuable lesson I’ve learned is the difference between growth and sustainable growth. Early in my career, I fell into the trap of wanting everything all at once. Over time, I’ve realized that sustainable growth comes from being intentional and prioritizing longevity. I consider my career with a greater margin of safety than I did in my 20s.”
Where you see yourself in 10 years
“I’ve never planned my life or career by a timeline because nothing about tomorrow is guaranteed. Just like with the markets, I’m hesitant to forecast.”
