Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Saving for Education

Education

  • Bachelors of Science in Commerce and Business Administration from The University of Alabama

Community participation

  • Cross Point Church

Interests

  • I love watching Alabama football and yelling "Roll Tide", especially living in Tennessee.
  • I enjoy traveling to new destinations, golfing, and trying new restaurants.
  • I enjoy working out in the mornings.