Advisor profile


My approach

Your financial goals and your family’s generational needs are unique. I devote time to understanding what is truly important to you so that we can design a thoughtful and tailored financial strategy. I want clients to feel empowered by their financial decisions, so they can be more confident about the legacy they’re shaping.

As an experienced Financial Advisor, with 14 years in the financial services industry, I am passionate about serving a select number of high net worth families and business owners with their complex financial needs. I have dedicated my practice to delivering uncompromising wealth guidance and tailored financial advice.

Areas of focus

  • Investment Management
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
14
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
  • CEPA® Certified Exit Planning Advisor
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Business Management, Samford University, 2000-2004

Interests

I enjoy working out, playing golf and spending quality time with my family.

Community participation

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • UBS Private Wealth Management, 2011 - 2020
  • Morgan Stanley Smith Barney, 2004 - 2011