CFP®, ChFC®, MBA, CFS®, APMA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
MavenCross Wealth Advisors
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Wealth Preservation Strategies
- Business Retirement Plans
- Cash Flow Management Strategies
- Charitable Giving
- Estate Planning Strategies
- Executive Compensation and Benefit Strategies
- Investment Management
- Retirement Income Strategies
- Retirement Plan Distribution
- Saving for Education
- Social Security Retirement Benefits
- Tax Planning Strategies
- I love spending time with my wife (Melissa) and our three sons.
- I enjoy competing in triathlons (Sprint and Olympic distances) and road races (5K to half marathons).
- I am an avid deer and quail hunter.
- My favorite vacation spots are Lake Martin and Panama City Beach, FL.
- In the fall, my Saturdays are generally spent watching college football and cheering on the Alabama Crimson Tide.
Awards & recognition
- MavenCross Wealth Advisors, Ameriprise Client Experience Award, 2021
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
ChFC® Chartered Financial Consultant®
CFS® Certified Fund Specialist
APMA® Accredited Portfolio Management Advisor℠
MBA Master of Business Administration
FINRA Series 7 / Series 63 / Series 66
Life and Health Insurance License
- Master of Business Administration - The University of Alabama at Birmingham
- Bachelor of Science, Commerce & Business Administration - The University of Alabama
- Financial Planning Analyst, Jeff Roberts & Associates (Birmingham, AL), 2014-2015
- Discount Brokerage Representative, BBVA Securities (Birmingham, AL), 2013-2014
- Investment Systems Coordinator, BBVA Compass Investment Solutions, Inc. (Birmingham, AL), 2011-2013