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

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Military Financial Advisor

Qualifications

  • CMFA® Certified Military Financial Advisor®

Military Service

I proudly served our country over the course of 8 years combined across two branches of the US Armed Forces. My first 3 years were dedicated to the Louisiana Army National Guard where I worked as a field radio repairman (29E). The next 5 years found me on active duty in the US Air Force where I worked as a Russian Linguist (208). It was truly an honor to be part of some of the best teams I have experienced. Relationships formed then still stand strong today. Now I eager to serve those who served and who still serve today.

Community participation

  • Advisory Council Member, Kairos Prison Ministry
  • Member, Alabama Cursillo
  • Volunteer, Central Alabama Community Foodbank
  • Volunteer, Holy Apostles Lunch Outreach

Interests

Interests include

  • Spending time with my family and the people I cherish
  • Being active in my Church, our community and volunteering service to others
  • Being physically fit and active
  • Running
  • Kayaking
  • Racket Sports
  • Making a positive difference in the world and in the lives of those who live here