Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Small Business
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Motocross
  • Animal Rescue
  • College Football
  • Golf
  • Church Related Activities
  • Volunteer

Community participation

  • Hoover Rotary Club. A member since 1998, I sponsor the Interact club at Hoover High School. We're teaching these high school students leadership skills and encouraging community outreach and participation in international charitable projects.
  • Alzheimer's Of Central Alabama.
  • Peace Love & Dog Paws Rescue. I've adopted my dog babies, Toby and Henry, from this great Birmingham organization.
  • Crimson Tide Foundation. I'm funding a football scholarship in the memory of my brother, Jonathan Sullivan.

Professional associations

  • Hoover Rotary Club