Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Investments
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Financial planning for small business
  • Business Retirement Plans
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance

Education

  • Doctor of Law (JD), Law, University of Alabama, Tuscaloosa, AL
  • Bachelor of Arts (BA), magna cum laude, University of Alabama, Tuscaloosa, AL

Previous experience

  • Financial Advisor, Ameriprise Financial, LLC., 2025-present, Birmingham, AL, 0
  • Financial Advisor, Stifel, Nicolaus & Company, Inc..; 2022-2025, Birmingham, AL, 3
  • Attorney, Donahue and Associates, 2011-2022, Birmingham, AL, 11

Community participation

  • Former Vestavia Country Club Board Member - Junior Member Representative
  • Community Foundation of Greater Birmingham Professional Advisor Committee

Interests

  • In my free time I am with my wife and kids - and as you know, with kids there is no free time!
  • I enjoy coaching my kid's soccer team, reading, University of Alabama sports, and Chicago Cubs baseball.
  • My hobbies include golf and cooking (surprisingly) - I have become pretty good at smoking ribs, deep frying turkeys, and low country boils (shrimp and crawfish). I also enjoy cooking meals as well; my grandfather owned a restaurant for many years and taught me how to cook.

My photos

1 albums
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