My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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47
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Cash Flow Management Strategies

Education

  • Bachelor of Science, Business and Finance, Jacksonville State University, Jacksonville, AL

Previous experience

  • UBS Financial Inc, 2000-2022
  • Morgan Keegan & Company, Inc, 1995-2000
  • Dean Witter Reynolds Inc., 1979 - 1995

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I volunteer as a fishing guide in the Fall and Spring helping the children of Gold Star Families learn how to fish using the lake and wonderful resources provided by Iron Horse Farms near Marion, AL. I also oversee the youth apprenticeship summer program at Sloss Furnace, in addition to my role as a Board Member,

Interests

I am an avid fisherman, as well as a fan of all televised sports. I also enjoy playing golf, spending time with family, and making good use of the outdoor grill.

My photos

2 albums
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