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

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Small Business
  • Saving for Education
32
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFS® Certified Fund Specialist
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • RICP® Retirement Income Certified Professional®

Education

  • Bachelor Degree, Public Relations, University of Alabama, Tuscaloosa, AL, 1981

Interests

Golf

Fly Fishing

Community participation

JH Ranch 100 Group Member

Tocueville Society Member

Fellowship of Christian Athletes North Central Alabama Board Member

Nick's Kids Foundation Community Advisor

Lady Legacy Scholarship Foundation Advisory Board Member

Big Oak Ranch Golf Classic Committee Member

Alabama Golf Association Board Member

Old Overton Club Board Member

Food Bank of West Alabama Volunteer

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2017-2020
  • Ameriprise Circle of Success, 1998-2018
  • Financial Times Top 400 Financial Advisors, 2015

Honored to be recognized in Barron’s

I’m honored to have been named to the Barron’s Top 1,200 Financial Advisors list for 2020. It’s awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. My No. 1 priority is delivering personalized financial advice to help my clients achieve their goals. I’d like to thank my clients for your trust and for the opportunity to continue working together.