My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


Get started
21
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
  • Investments
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Family Finances
  • Employee Stock Options
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning

Education

  • B.S. in Ecomomics from Florida State University

Previous experience

  • Senior VP of Investments / Financial Advisor - JHS Capital Advisors, 2010-2015
  • Senior VP of Investments / Financial Advisor - Merrill Lynch, 2009-2010
  • Senior VP of Investments / Financial Advisor - Morgan Keegan, 2005-2009
  • Vice President - AmSouth / Regions Bank, 2003-2005

Community participation

Active participant with several charity organizations including: American Lung Association, American Cancer Society, Toys for Tots, March of Dimes.

Interests

Family and friend, college and professional football, baseball, and exotic cars.