As a financial advisor for the past 15 years, I have met some truly amazing people. Working primarily with successful business owners, corporate executives and retirees, I have the privilege of interacting and problem-solving for them on an almost daily basis.

We work with a limited number of clients so that we can provide the highest degree of service to each of them. Whether it is deciding when to sell a business, tax-sensitive investing strategies, understanding complex company stock options, planning to provide income during retirement or estate consideration approaches to transition wealth to the next generation — we absolutely enjoy being our clients' financial advisor who works closely with their attorney and CPA to make sure their strategy is executed properly.

I played collegiate baseball for three years before transferring and graduating from the University of Alabama in 2006. I also attained a master's degree in financial planning from the Capstone the following year. I then opened Edward Jones' second branch office in Tuscaloosa in 2007 and became a limited partner with the firm in 2014. I have earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist™ certifications, as I strive to continually increase my knowledge of finances, investment strategies and the economic environment.

Our team consisting of myself, Kate Russell and Jennifer Colvin has a combined 45 years of experience in the financial industry.

When I’m away from the office, I love to spend as much time as possible with my beautiful wife, Carrie, and our two children, Luke and Lena.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Traveling
  • Golfing
  • Music

Office Information

Office Hours

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

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