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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Investment Management
  • Insurance
  • Retirement Income Strategies
  • Saving for Education


  • Series 7 Licensed
  • Series 66 Licensed


  • B.S., Commerce & Business Administration, Finance, University of Alabama

Awards & recognition

  • Ameriprise Client Experience Award, 2023

Previous experience

  • Merrill Lynch, Pierce, Fenner & Smith Incorporated, 2003-2009 Financial Advisor
  • Assistant Vice President, SouthTrust Bank, 1998-2002

Community participation

  • American Heart Society Patron
  • Shades Valley Rotary Club
  • Vestavia Hills Chamber of Commerce
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company. As of October 28, 2015 Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company and a Military Friendly® Employer.


Lori and I enjoy spending time with friends and family. Luckily most of our family lives in Birmingham or a short drive from us. We love to travel. Especially when there is a beach involved. We enjoy staying active in the Birmingham community. Lori and I have two children Colin (3) and Rosalind "Lindie" (1). We love animals especially our dog. We have a ShihPoo named "Bruce". College football is a way of life in the South. While Lori and I root for different teams we love sports and enjoy watching them together.