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

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Investments


  • The University of Alabama - Bachelor of Science Degree in Entrepreneurship and Finance
  • The University of Alabama Manderson Graduate School of Business - Master of Business Administration

Community participation

- Christian Financial Advisor Network (CFAN)

- The Ledges of Huntsville Mountain (Golf Committee, past HOA President)

- Athletic Club Alabama

- The Grove Golf Club of Tennessee

- Community Foundation of Greater Huntsville

- Fellowship of Christian Athletes

- Commerce Executives Society

- Alabama Alumni Association


- Scratch Competitive Golfer

- 4.0 Singles and Doubles Tennis Player

- Avid Snow Skier

- Mountain Biker

- Love golf course architecture, photography, and travel