Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Christian Financial Strategies
  • Investment Management
  • Retirement Planning Strategies

Community participation

Fellowship of Christian Athletes

Christian Financial Advisors Network (CFAN)

Kingdom Advisors

Huntsville/Madison County Chamber of Commerce

Better Business Bureau

Commerce Executives Society

The Ledges - Golf Committee

The Grove Club of Tennessee

Alabama Alumni Association