I began my career in public accounting in 2006 and obtained my Arkansas CPA license in 2009. In 2014, my family moved to Hot Springs, AR, where I founded what is now Cleveland Accounting & Consulting which focuses on tax return preparation for individuals and small businesses, as well as financial reporting and consulting for many businesses throughout Arkansas.

While working with individuals in my tax practice, I noticed that several of my clients expressed interest in having their CPA be more involved with their investing and financial planning. This prompted me to obtain my Series 65 license and become an investment advisor representative. I believe that my tax knowledge obtained throughout his career in public accounting is a real asset to my clients when considering their investing and financial planning needs. My desire is to help my clients reach their investing goals by being well informed and considering all aspects of their investment choices. I enjoy educating my clients and helping them make informed decisions.