Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Small Business
  • Estate Planning Strategies
  • Retirement Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


I have two children, John Nelson and Ellie Grace. I value our time together and enjoy family vacations. We have lived in Tuscaloosa for more than 15 years - home of the Alabama Crimson Tide - 2017 Nationals Champions.

Roll Tide!

Community participation

  • Leadership Tuscaloosa
  • First Baptist Church of Tuscaloosa

Professional associations

  • Financial Planning Association