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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor's Degree in Finance, Auburn University
  • Master's Degree in Business Administration, Auburn University

Awards & recognition

  • Ariss Financial Group, Forbes Best-in-State Wealth Management Teams, 2023 & 2024

Professional associations

  • CFP Board Association

Previous experience

  • Financial Advisor, Edward Jones, 2019-2022
  • Product Manager & Sales Process Manager, Quincy Compressor, 2017-2018
  • Territory Sales Manager, ESAB, 2011-2016

Community participation

Bay Minette Rotary Club – President

Gulf Coast Chamber of Commerce

Alabama Gulf Coast Zoo Board

North Baldwin Infirmary Foundation Board

Interests

Fishing, golf, and dad life.