Advisor profile


My approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Areas of focus

  • Investments
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies

Education

  • Birmingham Southern College
  • B.S., 2018, Mathematics

Interests

Motors, Professional and Collegiate sports, Travel, Video Games

Community participation

I serve on the Arthritis Foundation Junior Board creating awareness in the community, growing the annual Mud Bugs & Music event, and expanding the Junior Board for the foundation.

  • Arthritis Foundation

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.