As a financial advisor for the past 16 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 use an established process to understand our client's situation and partner with them for life. We have decided to work with a limited number of clients so that we can provide the highest degree of service to each of them.

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™ certification and the Accredited Asset Management Specialist™ designation, as I strive to continually increase my knowledge of finances, investment strategies and the economic environment. In 2023, our team earned an invitation to the FA Leaders Conference in St. Louis. The FA Leaders Conference recognizes the contributions and achievements of 400 of the most successful financial advisors from among the firm's nearly 19,000. I was also named among the 2023 Forbes Best-in-State Wealth Advisors ranking*.

I feel it is very important to remain active and be a leader in our community. I serve on the board of directors for the Salvation Army, University of Alabama Autism Clinic and UA Planned Giving Society.

Our team consisting of myself, Sr. Branch Office Administrator Kate Russell, Sr. Branch Office Administrator Jennifer Colvin and Registered Branch Associate Nathan Lovelady has a combined 49 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.

*2023 Forbes Best-In-State Wealth Advisors in AL, published April 2023, research by SHOOK Research, LLC; data as of June 2022. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • Intergenerational Planning

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

Branch Team

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