Our Team

Clyde has served investing clients for more than 15 years. He focuses on providing realistic solutions to his clients’ financial needs. The majority of his clients are focused on retirement, and he specializes in serving their long-term needs both as pre-retirees accumulating wealth and as retirees who need distribution plans to make their assets last.

Clyde holds a bachelor’s degree from Mississippi State University’s College of Business and Industry, an MBA from Samford University, and is a graduate of the Louisiana State University Graduate School of Banking where he focused on banking and investments. He also holds FINRA Series 7, 63, and 65 licenses.

When not serving his clients, Clyde is involved in his church and community. He has given his time to the United Way and has served on the board of Bread and Roses where he helped homeless women and youth reintegrate into society. Most recently, Clyde has been involved with the Southern Book Project. Clyde also enjoys fishing, hunting, and spending time with family.

See Clyde’s background on FINRA’s BrokerCheck

Our independence is paramount to our ability to provide objective advice to our clients. To ensure our independence we found a broker-dealer who supports our firm’s desire to provide customized service to clients, free from the requirements to push proprietary products or provide advice that does not align with our values.

Cambridge Investment Research, Inc. is our broker-dealer of choice. Cambridge is one of the largest privately controlled financial solutions firms in the industry. They are at the vanguard of the financial industry in supporting both commission- and fee-based independent financial advisors, succession and acquisition planning to ensure the continuity of service for clients, leveraging technology to enhance advisors’ practices and client experience, and attracting the next generation of financial professionals.