Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Licensed
  • Series 66 Licensed

Education

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

Interests

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 love animals especially our dogs. We have a Maltese named "Ollie" and 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.

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.

Previous experience

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