My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investments
  • Retirement Income Strategies
  • Investment Management

Previous experience

  • Raymond James, INC Senior Vice President/ Managing Director, 2013-2019
  • Morgan Keegan, INC Senior Vice President/ Managing Director, 2001-2013
  • Regions Investment Company Senior Investment Manager, 1998-2001

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

I am an avid reader and have been all my life! I was the kid reading after lights out with a flashlight! I also enjoy being in the great outdoors. Hiking is almost a necessity for me as the joy of nature has the power to calm and heal even the worst of days. But my greatest love is my family, particularly my brown eyed little grandson who is the joy of my life. Every time I look at him I know I have been blessed.