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.

Interests

Motors, Professional and Collegiate sports, Travel, Video Games

Areas of Focus

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

Education

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

My Videos(6 videos)

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