Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Estate Planning Strategies
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BSBA Marketing, Auburn University, Auburn, Alabama
  • High School, Mcgill-Toolen Catholic High School, Mobile, Alabama

Interests

  • Spending time with my family, friends and my two dogs (Milo & Archie)
  • Reading, painting, kickball, running, boating and renovating my 125 year old historic house
  • Watching & supporting the teams associated with two places very near & dear to my heart - Auburn University (War Eagle!) & Chicago, Illinois (Go Cubs Go!)

Community participation

One of our company values is respect for individuals and the communities in which we live and work. So every year, we close down the office for an afternoon and volunteer at a local charity. This past year we chose to cook dinner for the families at Ronald McDonald House Charities of Mobile, and of course had a great time in the process!