Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
19
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.

  • American Cancer Society
  • American Lung Association
  • March of Dimes
  • Toys for Tots

Interests

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

My photos

2 albums
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