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
24
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
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Executive Compensation and Benefit Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist

Education

  • Bachelor of Science in Commerce and Business Administration, Marketing, The University of Alabama

Professional associations

  • Financial Planning Association
  • Birmingham Business Alliance
  • Alabama Economics Club

Community participation

Bluff Park United Methodist Church

Interests

  • Spending time with my wife Laura, and children Patrick, Harrison , and Anne -Hale. I come from a big family and enjoy spending time with them, especially my nieces, nephews, and watching those of our newest generation grow up
  • Reading, history, economics
  • Attending my church
  • The outdoors, SCUBA diving, fishing, backpacking and hiking