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
29
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
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Batchelor of Science, University of South Alabama
  • Masters of Science, University of South Alabama

Professional associations

  • Mobile Estate Planning Council
  • NAIFA

Previous experience

  • Financial Advisor, Thrivent Financial, 2010-2017
  • Kovack Securities/Buckhaults & Associates, 1999-2010
  • New York Life, 1995-1999
  • Wilmer Hall Children's Home-Director of Child Care, 1981-1995

Community participation

~ Vestry at Christ Anglican Church

~ Finance Team of Christ Anglican Church

~ Men's Steering Committee

~ Project Community

~ Dog River Clearwater Revival

~ McKemie Place

Interests

~ Family

~ Church

~ Sailing

~ Golf

~ Mountaineering

~ Karate

~ Woodworking