I had the honor of serving our nation for over 30 years, with most of that time being in the Special Operations Forces as an Army Green Beret. I now continue to serve others in my community and across the nation as a financial advisor.

I believe that success and fulfillment come from a desire and ability to lead and serve. My ability to lead during high stress operations enabled me to directly help others navigate difficult times and succeed. My commitment to serve a cause that was greater than myself is what guided my actions during my service to our nation.

I became a financial advisor so I could continue to add value to others by leading my clients through one of the most important aspects of their lives, their finances. My service to my clients comes as I leverage my 'teamwork' mentality, positive outlook and critical thinking skills. I am committed to educate and inform my clients and be there when my clients need me.

I maintain a focus on helping you succeed as an individual investor and/or business owner. I begin with understanding what is most important to you and then use an established process to build a personalized strategy, supported by financially sound decisions, to help you achieve your financial goals. Our work together doesn’t stop with the production of a plan; since life often gets in the way of even the best plans, we will continue to partner together throughout your life to navigate the changes to keep you on track.

I believe that good relationships are critical to defining problems and developing sound solutions. I also believe that face-to-face communication is important, and we can do that by leveraging technology even when we are separated by long distances. I am fortunate to work for a firm that has thousands of people and advanced technology supporting you and I as we build our relationship.

Your financial future shouldn’t be left to chance; let's sit down together (in person or virtually) to discuss what's important to you.

Focus areas

  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • New Investors
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Golfing
  • Reading

Office Information

Mailing Address

P O Box 1022 Gulf Shores, AL 36547

Office Hours

Office Hours
Mon 08:00AM - 05:30PM
Tue 08:00AM - 07:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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