Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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B/S in Social & Behavioral Sciences from the University of Alabama in Birmingham
FINRA SIE - Securities Industry Essentials Examination
B/S in Finance with a specialization in Economics from The University of Alabama Culverhouse College of Commerce
FINRA Series 7 - General Securities Representative Examination
FINRA Series 66 - Uniform Combined State Law Examination
FINRA Series 99 - Operations Professional Examination
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