Advisor profile


My approach

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan. I can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement®approach, we’ll work together to identify personalized financial strategies that can evolve over time. My goal is to help my clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Charitable Giving
  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • The University of Georgia, 1996, BSA - Environmental Economics and Management

Interests

  • Church Activities - Transportation ministry, Wednesday Night Life, class bible study
  • Outdoor Activities - Hiking, camping, golf, tennis, and photography
  • Spending time with my wife, daughter, and three sons
  • Cooking - grilling, Italian, Mexican, and Creole
  • Home Improvement and Landscaping Projects
  • College Sports - University of Georgia and Mississippi State University

Community participation

  • Hunter Street Baptist Church
  • The University of Georgia Alumni Association, Birmingham Chapter