My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Financial Planning for Small Business
  • Business Retirement Plans
  • Charitable Giving Strategies
  • 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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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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